Alternatives to JeffreyAI

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

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.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

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.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

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.

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.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

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.

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.

SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

#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

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Sales reps win. LeadIQ makes prospecting fun, easy, and fast. LeadIQ's mission is to empower sales teams to prospect better. Lead lists can be built in minutes, not days. To build a stronger connection and close more deals, get rid of the old database. LeadIQ Chrome Extension, our flagship product, makes prospecting outside of the CRM super simple and eliminates data entry. Our business intelligence API is designed for developers. It allows you to access one of the largest B2B databases of prospects in the world. With just a few lines of code, you can add contact data, company information, and social media info to any technology. Scout: An entrepreneur's best friend. Scout is a great tool for entrepreneurs who are looking to make connections with anyone. As you browse company websites, our FREE extension will give you access to millions more people's email addresses.

Tailor your cold emails, streamline follow-ups, and connect with leads on various platforms effortlessly. lemlist serves as your all-in-one solution for sales automation and cold emailing. Whether you have a team of just two or a large group of 200+, lemlist effectively addresses every challenge related to outreach automation. Boost your response rates by interacting with each prospect individually. Craft personalized introductory lines and engaging calls-to-action. Effortlessly incorporate any screenshots, personalized text, or company logos into your email visuals. Create dynamic landing pages and embed videos for added engagement. Initiate robust cold email campaigns, send follow-ups that feel personal rather than generic, and uncover more business opportunities. Elevate your deal-closing potential by engaging leads across multiple channels automatically. With one click, you can make cold calls and reach out to prospects. Incorporate tailored tasks and leverage social selling strategies. Collaborate seamlessly with your team and gain quick insights into the specific stage of each lead's journey. By doing so, you can create a more efficient outreach process.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

SalesRobot is a cutting-edge cloud-based sales engagement platform built to automate and optimize cold outreach efforts via LinkedIn and email. It allows users to run multiple campaigns simultaneously, generating high-quality leads while fostering genuine connections with potential clients. With features like highly personalized messaging, advanced targeting options, and an intuitive interface, SalesRobot transforms traditional cold outreach into dynamic and engaging interactions. Designed to support sales teams, marketers, and business owners, the platform helps expand networks efficiently and accelerates business growth with innovative tools and reliable customer support.

Leverage your business intelligence effectively with Introhive’s innovative revenue acceleration platform. Regardless of the challenges you face with your data, you can rely on Introhive to deliver results. This platform converts disorganized information into actionable insights and opportunities, providing your revenue teams with timely access to crucial data. Streamline CRM data entry processes to allow for increased focus on expanding your business. Effortlessly refine customer and prospect information as needed to support revenue generation. Uncover fresh sales possibilities within your current business connections. Facilitate data-driven strategies that help reduce sales cycles and improve conversion rates. Empower your management team with essential data and insights to enhance leadership, coaching, and overall employee effectiveness, all while aiming for sustainable revenue growth. Boost the success of your marketing campaigns with a meticulously curated database containing 5-10 times more contacts that are continuously enriched and updated in real-time, ensuring you always have the most relevant information at hand. By utilizing Introhive, you can transform how your organization approaches data and revenue generation.

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.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

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.

Discover the most secure and highly efficient LinkedIn Automation platform designed to quickly generate high-quality leads. Tailored for agencies, sales teams, and emerging startups, you can transform your LinkedIn profile into a powerful sales tool that converts leads effectively; our intuitive and sophisticated features allow you to automate processes and finalize deals more swiftly! As a forward-looking Sales Engagement platform with over five years of experience, we've assisted users in scaling and increasing their revenues by offering a cost-effective method for lead generation. Our service supports more than 6,000 B2B companies and over 300 agency partners in acquiring upwards of 500,000 new leads and opportunities! Effortlessly expand your network and connect with key individuals while simultaneously running multiple connection campaigns. Additionally, you can create unlimited follow-up message sequences to enhance your conversion rates significantly, thanks to our advanced reply-detection feature that ensures no opportunity is missed. With us, you can streamline your outreach efforts and maximize your sales potential like never before!

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

Alore Growth OS integrates your growth technology into a single platform, providing all the essential tools required to scale your growth initiatives effectively. It allows you to engage with website visitors, collect their information, and cultivate relationships through email and social media marketing. Discover new leads while also nurturing connections with your current customers, and keep a close watch on your sales team's performance to ensure you are always ahead in the competitive landscape. Automate your sales funnel to consistently generate leads and close deals, accelerating your revenue growth by tenfold. Effortlessly nurture, follow up, and re-engage with prospects as Autopilot enables you to perform a hundred times more follow-up actions. Alore CRM serves as your ultimate sales solution, guaranteeing the generation of continuous, predictable revenue from the very first day. With features that range from locating business email addresses to executing automated drip campaigns and assessing your sales team's effectiveness, Alore CRM encompasses everything necessary for managing a sales team at scale. This tool stands out as the singular solution your business will ever require for achieving sales success. Embrace Alore Growth OS to transform your approach to sales and unlock your organization’s full potential.

Drive a pipeline utilizing more than ten sources of intent data, combined with AI and automation, to enhance prospecting, personalization, and engagement within a single cohesive workflow. Unify serves as a comprehensive platform that significantly boosts the productivity and creativity of revenue teams by automating various go-to-market strategies. By integrating over ten intent data sources, advanced artificial intelligence, and seamless automation, it simplifies the processes of prospecting, personalization, and engagement. Among its standout features are "Plays," which allow for automated workflows that implement repeatable strategies, "Signals" that detect real-time buying intent, and "Sequences" that facilitate personalized outreach across multiple channels. The platform's AI capabilities not only aid in lead research but also in developing tailored messaging on a larger scale, while its managed deliverability guarantees effective communication. With a reputation bolstered by high-growth organizations such as Justworks, Lattice, and OpenPhone, Unify is dedicated to empowering sales, marketing, and growth teams to reach new heights. This innovative solution positions itself as an indispensable tool in the modern marketing landscape.

Round Robin Distributor is a fully customizable software that automates lead and case routing using complex round-robin algorithms and criteria-based assignment bulk inbound data. It can be set up in Salesforce CRM and requires no additional setup. It offers a variety of functions, including SFDC record assignment matching rules based upon reps' skills, account being handled, operating territory, Hubspot score, lead source, Hubspot score, Hubspot score, etc. It allows you to prioritize hot leads and high-priority cases, which is crucial for maintaining your sales funnel and responding time. Round Robin teams can also be created based on business logic. Rules that include sales reps can be used to assign them. The product can also maintain an agent schedule, which can be used to disable assignment in case of unavailability.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

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

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

Expand your audience with our versatile engagement platform that utilizes genuine data, tailored strategies, and comprehensive automation. Successfully connecting with the appropriate individuals at the optimal moments is essential for fostering a robust network. With our industry-leading email sourcing and sequencing, you can effectively target the key players who are crucial to your success. Our unique lead generation technology helps you draw in knowledgeable, professional, and high-caliber prospects. Furthermore, our system is designed to integrate seamlessly with all your preferred sources. Through data enrichment, we gather precise contact details, ensuring each new prospect is verified so you never miss out on potential opportunities. Additionally, Buzz generates insightful reports that highlight actionable improvements, allowing you to drive ongoing growth and enhance efficiency. Automated sequential cadences facilitate well-timed follow-ups for your direct messages and subtle engagement points, ensuring that every interaction is as impactful as possible. By leveraging these features, you can truly elevate your outreach efforts.

Outbound sales platform allows you to target prospects who want what you have to sell, without spamming other people. Launch hyper-targeted cold email campaigns to maximize the response rate. Charm is a complete solution that includes: 1. Lead database is better than Apollo/RocketReach 2. Lead filtering with custom filters is better than Clay 3. AI Enhancements for Email Templates 4. Unlimited email management for warmup and sending Ideal for CEOs and founders who want to scale up their weekly meetings with qualified leads.

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.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Traditional cold calling is dead. Leadfwd provides a complete company profile for each lead so you can never make another cold call. Leadfwd's comprehensive data will save you hours of tedious research and allow you to engage with your leads directly. You'll not only learn who is visiting your site but you'll also have a variety of ways to reach your leads. This includes phone numbers, email addresses, LinkedIn profiles, Twitter accounts, email addresses, company data, and even office phone numbers. Knowing which companies are visiting your site and who they are contacting is key to implementing a high-converting ABM strategy. Leadfwd tracks your site traffic to give you a complete overview about your lead generation strategy. You will know which campaigns convert the best, who is providing the most traffic, and how well your marketing strategy is performing.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

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.

Revscale AI streamlines both inbound and outbound sales, marketing for growth, and customer support, establishing itself as a vital asset for your business needs. By leveraging Revscale, you can pinpoint contacts within your desired personas precisely when you need them, enabling your team to dedicate more time to growth initiatives rather than tedious manual tasks. With Revscale Inbound, you can connect with prospective clients more rapidly, equipped with straightforward tools that deliver impactful results. Utilize AI-generated responses to engage leads instantly, ensuring that no potential opportunity slips through the cracks. The platform automatically assigns the appropriate leads to the relevant team members, facilitating quicker follow-ups. Additionally, capture site visitors with tailored lead magnets that effectively convert prospects into customers. Designed to be user-friendly, our platform requires no technical expertise and is aimed at providing immediate returns on investment. Revscale Outbound serves as your comprehensive solution for effortless multi-channel outreach, with AI customizing each message to resonate with individual prospects, thereby enhancing both relevance and response rates. This revolutionary approach not only simplifies your processes but also significantly boosts your sales efficiency and customer engagement.

We enhance the commercial operations of the nation's most rapidly expanding companies. In Brazil, these leading firms depend on Exact Sales for their commercial management needs. Exact Sales merges a unique methodology with cutting-edge software solutions. The primary objective is to boost sales, improve value delivery, and drive revenue growth. By streamlining the customer journey, we ensure that leads are efficiently qualified during the Presales phase. Our approach harnesses Big Data to create targeted lead lists, allowing for precise segmentation and more effective prospecting aimed at identifying the ideal contacts. This results in heightened productivity for the sales team through structured email communications and prospecting workflows, facilitating the progression of leads through the sales funnel across various channels. Additionally, we utilize dynamic approach scripts to pinpoint business challenges and evaluate lead readiness while implementing advanced machine learning and Boolean logic for enhanced segmentation. Our innovative strategies empower sales teams to make informed decisions and ultimately achieve greater success in their outreach efforts.

It's not a good feeling to wake up with an empty Inbox and no one interested in your product. It's been so long since you made a sale that you are dreading looking at your sales numbers. Reaching out to as many people via email as possible and then losing track of them after a few days. Never booking sales calls or going to bed every night worrying if you'll ever be able to close enough customers. It helps you to generate conversations and only sends engaged prospects to your inbox. Automates follow ups so you don’t miss any opportunities. It takes the guesswork out the sales process by mapping the lead's journey. Split testing everything automatically allows you to discover what works. This tool will warm up your email to improve Inbox management.

Experience the effortless method to access all information related to your contacts in a single location. This includes emails, phone calls, meetings, notes, follow-ups, and social media interactions. Cloze seamlessly monitors your emails, phone communications, meetings, documents, as well as integrations with Evernote, LinkedIn, Facebook, Twitter, and numerous other platforms. Everything is meticulously organized according to contact, company, and meeting, eliminating the need for tedious tasks. Additionally, we ensure that email signatures are captured, keeping your contact information consistently current. With Cloze, managing your professional connections becomes a streamlined experience.

Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.

Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline.