Alternatives to Recapped.io

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

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.

With truly actionable insights, you can unleash the potential of your sales engine and marketer with real-world results that will accelerate pipeline generation and improve the outcome of in-quarter deals. People.ai combines all revenue activity data and enriches each account and opportunity with next generation insights that increase high-quality pipeline generation, and improve the execution and execution of every deal. Keep your team connected to every aspect of account engagement to ensure that everyone knows who is engaged and where there are opportunities to expand the pipeline. You can understand the impact of each person and activity on the progress of a deal and make actionable recommendations to improve your rep performance. Our data platform uses patented AI technology to break down data silos, and connect the dots between seller performance and buyer engagement - providing insights that will make your entire Revenue Engine more intelligent.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

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.

Sales Acceleration software is a tool that can help you increase sales, drive revenue acquisition, and retain customers. It gives you the tools to "work the account", by improving your systems and your processes. The longer you wait the more opportunities for political parties to form. To have the best chance of closing, you must act quickly. Advanced account planning and opportunity management gives you more control over your deals. You know the next steps, who is involved, and what key activities need to be completed. You can increase sales by closing deals as quickly as possible. You are a sales leader and must maximize revenue production. You must empower your sales teams to create more opportunities, increase win rate, and reduce sales cycles. It's crucial to work with your colleagues on messaging and positioning as stakeholders start responding.

XTEN AV has one goal: to transform professional AV experiences. This includes amazing designs, winning proposal and everything in-between. We achieve this by implementing the most advanced software technologies, such as cloud computing and artificial intelligence & Machine Learning. We want to empower AV system designers and integrators to achieve 10x the productivity, 10x the revenue, and 10x the profits.

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

Modern customers have been taught to evaluate your products and services without you. They are used to flexibility and self-serve, even for the largest purchases. The buying process is extremely complex. There are many factors to consider, stakeholders to coordinate and hurdles to clear. The average sales process is a sales process, not a buyer journey. They don't want to be qualified. They have a problem to solve. To prevent lost deals, stalled Onboardings, and missed revenue goals, partners with prospects and customers. Establish a consistent sales and success process that is collaborative with customers. Use winning strategies, templates, & tactics that have been used by hundreds of high-growth startups. To customize, partner with dedicated sales professionals. Engage and hold yourself accountable by having a shared understanding about the next steps, milestones and timelines and your business objectives.

Software to manage customer references and help you win more deals. RO Innovation can help you engage and manage your customer advocates or grow your references. Engage your customer advocates to close more deals. Forget the frantic emails to account mangers and embrace a sustainable reference channel. Are you still tracking references using spreadsheets? Are you unsure of the best advocates for webinars and events? It's time for you to up your game. Nomination portal to allow customer-facing teams and customers to nominate candidates. Gamification is a way to encourage customers to engage through rewards and incentives. Workflows eliminate the need to track and update manually, while system intelligence identifies your top customer advocates for a particular initiative.

Your AI digital assistant that helps you sell better. The best mobile-first sales assistant in the world. Rebuilding the modern sales experience Don't let another sale slip by. Nektar will track who, what and when to follow up so you can focus on closing sales. Receive AI-driven insights, reminders, and alerts about all your leads, opportunities, and tasks. Multi-channel capability to follow up with anyone, anywhere, on any channel. Use Nektar playbooks to quickly coach and ramp up your sales team and new hires. You can customize, implement, and track the sales plays to suit your sales process. Your rules, your plays, with AI at its core. A dash of human expertise! Instead of focusing on reporting on what your salespeople have been doing, focus on helping them sell better. Automate CRM entry and multi-fold CRM adoption. Accelerate revenue growth with real-time CRM updates.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Next Quarter is the first native Salesforce platform that provides real time revenue transparency. This allows you to close more sales, grow existing clients, and improve forecasting accuracy. Next Quarter ensures that no opportunity for growth is missed and no money is left on the table. AI can be used to discover new opportunities with your existing customers. Our revenue intelligence engine uses sales and conversational data in order to create predictive insights that will help you exceed your quotas with confidence. Utilize sales and operational data in order to create a single point of truth for revenue intelligence. This will drive profitability by providing accurate forecasts in real-time.

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!

Upland Altify is a revenue optimization company. Companies can generate value from every customer interaction to increase revenue. Customer Revenue Optimization (CRO), which helps sales teams win the most important opportunities, increase revenue in key accounts, and improve sales execution through the alignment of the extended revenue team, enables them to achieve customer revenue optimization. Altify's CRO apps are natively built on Salesforce and help thousands of salespeople, leaders, and executives achieve customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGEMENT guides sellers to follow a proven sales process that maximizes their ability to deliver a winning outcome to both the customer and the seller. Sales Process Manager, based on industry-proven templates and customized to your business, is a visual representation that shows you your sales process with links to the right content. It also includes links to the tools and resources your salespeople need to move prospects through the sales funnel.

You don't need to use an attachment or share drive to send important documents. You can simplify file creation and sharing (contracts quotes etc.). Avoid sending long emails and attachments to contacts. This will make it easier to share your most sensitive documents and prevent them from being sent. All documents can be shared with your contacts via a centralised, shared, and organised space. You can add, delete, and replace documents with just a few clicks. This will make it easy to build a relationship with customers, prospects, and partners. Our predictive machine learning algorithm based lead scoring allows you to instantly qualify contacts and gauge their level or interest. Tilkee's lead score can be used to trigger the next step (automatic or manual) and increase your operational efficiency as well as profitability.

Aviso's predictive AI modeling expertise has been proven at Fortune 500 ($5B+) and high-growth business leaders for over six years. Aviso's predictive modeling is highly accurate and flexible across all net new and renewed business models. It also allows for deep enterprise customization. Aviso's unified Forecasting blends the best in human and AI judgements with the most sophisticated global rolling up forecasting in industry. This allows sales reps, managers and VPs to focus on the future and drive timely team actions. Aviso is the only tool that can predict run rate business. With Deal Level Forecasting, you can see all deals that were called in or out of forecast. Audit your trail of judgment across all levels of management (roles and deal amounts, CRM fields). You should immediately spot discrepancies in your forecast and resolve disagreements among members of your sales team.

Kapta is key account management software. It reduces churn, and drives organic growth. Vendors are the first to leave when times get tough. Vendors are the first to go when things get tough. You need to be more than just a vendor. Kapta has the software to help you get there. Kapta's key account management software is based on a proven process. This allows you to better understand your clients, work quickly and effectively for them, and show value time and again. You will be able to create more accurate forecasts for your customers and for yourself. You can see the structure and culture of your client's company and create detailed profiles for key contacts. Understanding your customer's goals and the factors that can help or hinder them along their journey is key.

Everything you need to make your customers your greatest growth engine. Gainsight Customer Cloud combines all the technology necessary to make sure your customers adopt your products and reach their goals with your company. You can orchestrate every aspect of the customer journey and deliver great results at scale. To deliver exceptional user experiences, combine deep SaaS product analytics and personalized in-app interactions. To ensure a great customer experience, capture feedback, close the loop with respondents, discover insights, and make it happen. Open platform that acts as a central hub to customer data systems and provides actionable insight to all employees to make better decisions for the customer. Whitespace analysis, cross-sell playbooks and simplified renewals can all help to increase revenue.

CustomerSuccessBox, an AI-powered customer satisfaction software for SaaS B2B, is called CustomerSuccessBox. CustomerSuccessBox was founded in response to a need for a solution that could provide 'proactive' customer support. CustomerSuccessBox's vision for artificial intelligence (AI), machine learning (ML) and customer onboarding is to automate customer communication, product usage analysis, and customer onboarding. It hopes to reduce the cost of customer success services and increase the lifetime value of each customer. It also wants to eliminate the need for a full-time CS ops position to calibrate and configure the Customer Success platform. CustomerSuccessBox uses CSI to recommend the next best action for each account, allowing CSMs to be more efficient. CustomerSuccessBox processes millions from over 250,000 end users each week. The patent-pending technology can handle approximately 2,200 events/second.

Revenue Grid is an AI Guided Selling platform. It provides step-by-step guidance to sales teams towards the best results, deals at highest risk, and actions with the greatest impact. Guided selling, a new concept in B2B sales, focuses on the needs of sales teams. Our goal is to provide step by step guidance on every deal rep has in their pipeline. This will help sales teams be in a better position to win by having full visibility into the sales process, deals, and team activity. Know the status of each deal, what has happened in the past and what is coming up.

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Get more responses, book more meetings, ensure that nothing slips through the cracks, and get more meetings. Fast-growing companies that care about customer service. Smart messaging can help you win more meetings, replies, and deals. Increase customer satisfaction and team engagement. Know exactly who opened your email and what content they viewed. Automate your work, increase sales performance and align your reps. From a bird's-eye view, analyze performance trends and improve process. You can open more doors and increase productivity by 10x without leaving your inbox.

You can increase your deal close rate by sending personalized offers to prospects via a brand microsite. This allows you to cluster the content that you send for greater impact, engage in personal conversations with prospects, and remind them of important dates. Your personal relationship with your prospect starts at the moment of first contact. It begins with a proposal, moves to signature, then it's onboarding. envivo is the only way to manage all your clients. Answer all their questions, make offers, share documents, manage contracts, and onboard them. envivo allows you to have a personal conversation with your prospects and customers. They can access your offer on any device, whether it's a smartphone, tablet, or laptop. Instead of endless phone calls, emails, and documents, all of the sales process can be done in one place.

Coordinated Sales and Marketing engagements will help you increase your pipeline speed. A single workflow allows reps to automate and personalize inbound and outbound interactions, allowing them to spend more time selling and less on administrative tasks. Reps will have a prioritized list with the highest-scoring leads at their fingertips. This list is supported by real-time insights from sales and marketing to help them prioritize and engage in relevant conversations that lead to closing deals. With digital sales playbooks, you can facilitate more personalized and automated engagements. This includes using proven best practices across all channels, including email, phone and direct mail. Marketing supports the right cadence. Coordinated aircover can deliver a superior customer experience. Marketing teams have visibility into sales activities and engagements across channels. This gives them the insight they need to drive more personalized and coordinated aircover.

AI helps you convert more leads faster. ZELIQ's prospect data and outreach automaton allows you to scale your sales upto 3 times faster. Create the perfect buyer list automatically. Tell ZELIQ who your ideal clients are and it will generate a list of all the people you should be talking to in order to sell more. You can have advanced lead generation, tailored to your niche. Send replies in seconds to high-engagement conversations via email, phone or social media, all on one platform. ZELIQ also keeps all the shiny data you desire at your fingertips. ZELIQ has the power to convert all your leads quickly into closed sales. Smart insights, automated mailing sequences, and flawless following-up will help you create strategies that match your ambition. ZELIQ is used by clients from all over the world to prospect globally. ZELIQ has the power to convert all your leads quickly into closed deals.

Real-time engagement is a great way to increase revenue. Timing is more important than ever for your sales team. Automated flows can be created and sent instantly in less than 60 seconds. Your team will be able to spend less time on manual tasks and more time responding to real prospects. Your sales and marketing teams can create incredible experiences for your leads to increase engagement by up to 50%. It's easy to search for and manage your leads with us. Search your active leads and search for new leads from our lead database. Are you looking for an awesome outreach automation tool? Cliently offers both electronic and physical engagement options. You can customize your playbooks to suit your process. Add task reminders, call reminders and a reminder to connect on LinkedIn. Don't miss a step in closing a deal. All emails from all contacts will be visible in the Cliently Lead Card once they have been added to a flow. This makes it easy to work from one location.

Sales Enablement That Closes Deals. The most comprehensive sales engagement platform that combines content, communications, as well as sales intelligence. Every buyer interaction counts. To ensure discoverability, organize recommended content and team collections. This makes it easy to create and personalize content that is always current. Every customer interaction matters - online, mobile, screenshare, and in-person. Unprecedented visibility into all customer interactions - giving reps and sales leaders the insights they need to make better business decisions. Unique rules-based recommendations help sellers find the right content at the right stage of their CRM. This will increase productivity and speed up the sales process. ClearSlide Replay recordings, performance dashboards, and coaching tools allow you to quickly onboard and scale best practices.

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

Prelay's team-selling software allows your revenue team and internal stakeholders to work more effectively together. Prelay allows deal coordination to be organized in one platform that integrates with other key software, rather than spread across many disjointed collaboration tools, without any central tracking, oversight or learnings. Prelay's core uses cases ensure that there is clear visibility throughout the deal execution cycle. Our team sells software using Plays for process management and Assists to manage resource & deliverables. You can easily loop in any individual or team within the deal to answer questions and receive large deliverables from anywhere. Track and manage the entire lifecycle of the deliverable, with all history available. To achieve scalable success across proof-of-concepts (POCs), initiate, manage, track, and test. All teams should be involved and overall support for alignment and guidance.

Boost your productivity by integrating sales engagement directly into your CRM. Give reps a central location to work and connect with clients across all channels. Automate tasks such as email follow-ups or meeting bookings to give reps more time to build meaningful connections. Use our sales engagement platform's AI insights and recommendations to identify prospects that are most likely to convert. Unify all activities such as emails, phone calls and social media touches into a single task list. From a central hub, you can access and complete all tasks. Create a single selling experience that tracks each prospect through the entire process. Use step-by-step instructions to teach sellers how to prospect. Share best practices with the entire sales team. Include tasks for email, phone and social media. Automate prospecting so that leads are always moving. AI-based recommendations can be given to reps to help them further customize their workflow.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Bring Relationships back into CRM with the #1 Key Client, Opportunity and Content management Suite for Salesforce-first companies. You will see a 100% increase of team collaboration and adoption. Allow sales to add 5-10 detailed account plans each week. Our apps can be implemented and the onboarding process started within a week. Reduce the time spent on account plans by 80%. You've invested in Salesforce. Give sellers the tools to maximize the investment. Upgrade the platform to a strategic sales solution that B2B sales teams, operations and support teams will love, with the only complete modernizer for Salesforce on the market. Visualize the key deal progression in order to manage deals that are at risk. Build an action plan for quick wins by identifying key goals. Find Whitespace Analysis and growth opportunities for key accounts. Prolifiq Crunch: The tool that helps you plan your accounts in Salesforce, the source of truth for closing deals.

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

smartOFFICE is the only cloud-based Enterprise-Grade workflow software designed for custom smart home integrations. Our unique tools make it easy to create beautiful proposals quickly. After closing the deal, invoice the client and order the products. Then schedule the work. SmartOFFICE Online makes it easier to implement a better process.

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

Dooly is the fastest way update Salesforce, take sales notes and manage all your deals. Spend more time with customers and less time logging and organizing your notes. Dooly syncs all your Salesforce data for you. With 1-click edits, you can save hours of Salesforce work. You will always know what to say during your calls. You can close more deals by using talking points, content, or battlecards that pop up in your notes. You can add Salesforce fields to your notes and update them as text. Your admin can be set up to run automatically. Salesforce syncs all your notes, fields, activities, and more in real-time. Templates that you can add Salesforce fields and share with your team will help you sell faster. Dooly can identify new contacts and add them to Salesforce in just one click. You can also see the next steps and all notes history for each deal.

All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.

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

Ambition is the #1 sales performance software. It transforms sales teams into powerful revenue generators. Our tools allow sales leaders to draw intelligent insights from data and create a culture that encourages success on the sales floor.

Your Customer Success team can create the best customer experiences possible with powerful analytics, automation, project management, and other tools. Do not compromise on power and ease-of use. Plug-and-play integrations, project templates and project templates will get your team up to speed quickly. Then create custom customer experiences that scale with automation and customization. You must unify customer data across your tech stack to be able to identify trends and use insights to create a world-class customer experience. All your data - CRM, product analytics and support tickets, emails, NPS and revenue data - all in one tab

Drive any sales or Customer Success motion and adapt it for each role and team, from CSM to Manager to CxO. RevSetter allows you to create workflows that are tailored to your team, customers and revenue journey. There is finally a solution for your data challenges. It doesn't matter if the data is structured or unstructured, or if it's in your favorite database or tech. Integrate RevSetter seamlessly using our unique data models and see the results. Powered insights, workflows and automation. RevSetter's powerful solutions, including the CS Audit, give you a 360-degree view of each lead, customer and portfolio. RevSetter elevates and enhances your strategy, and transforms it into day-to-day, actionable activities and outcomes for your team. This leads to happier customers, increased retention, and accelerated business growth.

You don't have to guess what you should do or when. Sales cadences are a framework for consistent engagement. They can be used to outbound prospect, create quarterly customer touchpoints, and many other things. Your sales reps will be able to save time by using repeatable cadences, bulk and automated email options, email templates, as well as saving them valuable time. Salesforce and Salesvue data can be combined in one platform to provide insights into follow-up timeliness and consistency of engagement, key drivers for success, and conversion rates throughout the sales cycle. Sales reps can save time by having all Salesforce data and the playbook of their day in one place. This allows them to get into more conversations and close more deals.

Customers will be happier from the first day. Simple software for customer management. Quick installation: You'll be up-and-running in minutes. Identify risks and opportunities for upselling. Multiple health profiles can be created to align the customer journey, from onboarding to renewal. All your customer data in one place. No more searching for customer data in Salesforce accounts lists or spreadsheets. To simplify customer segmentation, we integrate with your entire tech stack. Catalyst is designed for customer success managers. Our workflow features take out the hassles of customer management like updating Salesforce fields or logging calls & meetings. Catalyst is a workflow tool that can be used by any customer success manager, sales executive, or CEO.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

A productivity suite designed for you. We understand the hustle and bustle. We make it easy to handle the tough stuff so you can spend more of your time doing what you love. You can get things done faster and easier so that you can spend less time managing your company and more time doing what you love. All in one: Record, report, and get paid. In minutes, you can send your clients lawyer-vetted contracts. All your work files can be kept in one place so you can easily share them with clients. You can manage tasks easily and stay organized so that you can concentrate on the important things. It's one thing to manage your time. It's another thing to manage expectations. Our tools make it easier to keep your clients informed and up-to-date. With a flexible proposal builder and estimate generator, you can start new client relationships with confidence. To keep track of important details, organize and add clients to your client database.

KnowledgeNet.ai can help you make the most of your customer relationship! Our intelligent knowledge-sharing tool uses AI to uncover relationships you never knew you had, find powerful insights about your customers and prospects and discover warm introductions. KnowledgeNet.ai will help you make the most of every customer interaction. KnowledgeNet.ai integrated into your email reveals context that creates multiple-threaded conversations and wins deals. Your competitive edge is a complete view of relevant news, your company's relationships, meetings and shared files. KnowledgeNet.ai transforms websites into next-level information by cross-referencing domains with internal data. This reveals strong connections, context and relevant interactions.