Alternatives to SP CE

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

Showpad Enablement Operating System® (eOS), unites marketing teams and sales teams for revenue-driving experiences. Empower sellers to engage buyers with relevant content and training and run deals confidently. Showpad eOS® offers a centralized platform for content and sales tools, allowing sellers to adapt instantly to buyer needs. They'll have the answers at their fingertips. Bring physical products to digital app experiences. From 3D models to immersive 360deg showrooms, you can engage in more engaging conversations in person. Plus, sellers can collaborate with decision-makers through comments and uploads on a Shared Space -- a convenient and customizable microsite that helps accelerate the sales cycle. Showpad Coach helps you scale the winning behaviors of top sellers to train, coach, and onboard your team to become trusted advisors.

Allego's learning platform and enablement platform improves sales performance by combining content, learning, and collaboration into one app that is designed for the flow and efficiency of work. Allego helps teams to get onboard faster, deliver the right messaging and collateral, quickly adopt best practices and content, coach and practice more often, and collaborate with their peers and the home office more effectively.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

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.

This is the best way to interact with people outside of your company. Collaborative workspaces are created for customers, prospects, investors, and partners. Transform customer experience from demo to onboarding. Manage the customer lifecycle, and gain engagement analytics. Clients know exactly where to find it when they need it. All of your links, pdfs and deliverables are stored in one place. You can embed your favorite software, from Figma to Google Slides and Vimeo. Navigate complex deals and onboard your customers. You don't need that spreadsheet anymore. Instead, create a mutually collaborative action plan with customers. Share status, align due dates and assign tasks. Leave comments and upload files. Personalization at scale Brand spaces with custom content. Get feedback and move projects forward. Customers can comment on your work and share key resources via file uploads.

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.

Our enterprise platform allows you to manage business relationships workspaces for all your prospects, customers, and partners. You can also schedule meetings, share materials, and make other arrangements from one place. You can nurture leads more effectively, close deals faster, help clients grow and serve them better, and transform your most valuable business relationships.

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Implement sales processes where reps are working - chat, email, and meeting apps - to reduce sales chaos and increase win rates. Luru's reminders for pipeline health and 1-click updates via chat and meeting apps allow sales reps to update the CRM without having to set aside hours. Luru's real-time pipeline health alerts, reports and updates help your team stay informed. Luru's Deal Rooms help you bridge information and revenue gaps by collaborating among sales, product, marketing and other cross-functional departments. Turn any process that you can imagine from a simple sketch into an automated system. You can respond to alerts and update your CRM in the chat app of your team without interrupting your flow.

Along is a collaborative workspace that allows you to engage, close and onboard customers using digital sales rooms. A shared task plan (Mutual Action Plan), is used to guide all content and other information in the deal. Along uses tracking and analytics to deliver insights, highlights and recommendations directly into your CRM. This is enabled by smart SQL processing, AI and tracking. This allows you and the team to optimize and discover what is causing prospects to leave. C-level managers can use this information to create repeatable and scalable business processes. Create shared Alongspaces for digital sales rooms and a mutual action plan between you and your buyers. This will give you a central hub to manage all deal information. You can track what your buyers are doing with them and use this data to close deals faster.

Topo.io allows sales teams to progress with buyers by centralizing all stakeholders, resources and deals in one place. Topo.io can be integrated with your CRM or other business tools to help you keep track of prospect activity and engagement. This will save you time on follow-ups and reports. Share your QBR with your clients in a structured manner. Gather all information shared throughout the sales cycle to ensure a proper onboarding. Identify and replicate the best practices of top-performing employees and share them with the entire team. By providing your Reps with templates that are already adapted to the sales cycle, you can reduce the time it takes to close a deal. Track the best performing content and ensure alignment between marketing and sales.

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.

You can create video, build microsites and run campaigns. All of this information can be tracked and synchronized back to your CRM. Recording a video can be stressful. OneMob makes recording as simple and flexible as possible. The best videos are as personal and memorable as possible. You want to send personalized videos to hundreds or even thousands of customers? OneMob makes it easy. Our robust sales engagement platform will help you increase your meetings, revenue, and pipeline. All your marketing and sales content can be uploaded, managed and maintained. Create personalized, company-branded web pages with content. Send up to 2500 personal emails, amplified with video. You can create branded links and share them on any channel. Track opens, clicks and watch time. Document downloads. Click clicks. All data will be logged back into your CRM.

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

Preparing key documents, brochures and other relevant products ahead of time is a good way to add participants. You can make the most of every meeting by having all your marketing and sales resources in one place, ready for you to search and present with ease. A dynamic catalog with descriptions, specifications and videos will showcase your product knowledge. A mobile-responsive website allows you to share and track an automated meeting summaries with potential clients. Beehivr is a perfect complement to your existing CRM solutions. It stores meeting summaries and customer opt-in details, as well as insights and feedback, directly into your CRM.

Our digital sales rooms make it easy to organize, share, and analyze all the information your sellers and buyers need to quickly close deals. All your marketing content, sales content, as well as customer voice, in one place. B2B sales can be time-consuming and difficult. It is difficult to manage content creation, distribution, Zoom meetings, Q&A, and Q&A with 2-20 buyers and influencers. This is where Enable comes in. It streamlines the entire process and allows you to manage it all from one digital sales room. Sellers can spend up to 25 hours per month finding the right content. Content sprawl is real. It makes managing and finding the right content difficult. All the information sellers and buyers need to quickly close deals can be found in one place. Too often, we make it difficult for our champions help us close our deals. Your champion will have to coordinate with their team by coordinating with them via a multitude of emails, meetings and phone calls. Enable monitors all sales activity and alerts sales in real time.

OnePgr is a pioneer in a fundamentally new approach. OnePgr delivers information to you in context of your conversations. This will redefine the way sales reps prospect and sell, support professionals support customers, and how teams get their projects done. OnePgr's vision is based on three fundamental principles: aggregated business information in one location, contextual, embedded communication and shared access for all team members. OnePgr allows you to seed your shared workspace by inviting your team or adding content. All information is automatically gathered. Embedded communication allows you and your team to exchange video messages, hold meetings, share documents, and add bookmarks to the shared workspace. All interaction history, including phone recordings, video recordings, and live chat messages, is preserved. OnePgr recognizes that every functional team requires different workflows, so we have combined OnePgr building blocks to make apps.

Your online customers tend to abandon their orders halfway through the purchasing process. This is because online shopping is not perfect and lacks the human touch. Meetsales helps you combat cart abandonment. It empowers your Sales Reps so that they can assist clients through the shopping process from the beginning to the end. We help Sales Teams navigate these changing times by providing a single solution that allows Sales Professionals and Managers alike to seamlessly transition from off-line to online without any compromises. Meetsales is the only remote sales tool that allows you to bring an interactive shopping cart into your call. It combines B2B sales with human-to-human relationships again, improving the customer experience for your online store. Meetsales is based on a simple principle: It integrates eCommerce capabilities into a video conference to promote online B2B sales.

No more email attachments that you have to send (and resend) No more generic sales content. Smart Rooms allow your account, sales, and development teams to deliver personalized content to the right people at the right time. Smart Rooms allow you to create a collaborative digital workspace by bringing together all communications between your customer and you. No more endless emailing. No more redundant meetings. Faster consensus-building and decision-making. Smart Rooms provide account and individual level activity as well as engagement insights. This will help your team to drive account planning and execution. It will also optimize content, allocate resources, and create truly personalized buying experiences. With alarming accuracy, predict which deals will close when. Smart Plays automate sales activities to help you drive the buyer journey forward.

Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.

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).

AI can be used to create powerful proposals and solutions that are tailored to the needs of your customers. You can work directly with your customers to co-create a solution they want. Share demos, important documents, and pitches with customers through a central portal to ensure smooth delivery and management of information. Deliver professional services leveraging AI-generated Playbooks, and battle-tested methods. Configuration surveys can be used to better understand the unique needs and requirements of your customers. Choose a configuration base, customize it to your customer's requirements, and then add relevant data and credentials. Send your customers the access so they can try out your demos and give you feedback.

Stageset is an online sales room that allows B2B sellers manage their sales materials and client interactions throughout the entire customer life cycle, from outreach to upselling.

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

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Equip and enable prospects to become champions. Share resources with a single hyperlink and make it easier to sell you internally. Share relevant files, links and resources with prospects without worrying about delivery. You can track prospects' activities and provide timely, relevant support to them throughout their sales journey. Empower sellers to update existing resources, create new content and monitor sales activity in one place. No more searching your inbox. Make it easy for champions and key decision makers to share resources. Create content to support the entire revenue generation process, from prospecting through to closing and retention. Create content that will empower your champions to succeed throughout the sales process. Combine PDFs, texts, videos, etc., and share with prospects all in one place. Journey is a storytelling tool that helps sales teams transform endless email threads and attached files into an interactive workspace.

Digital-first buyers today want more. Give them an experience they will never forget. In less than 30 minutes, create dynamic digital buyer experiences. No-code designer makes it easy for you to support any marketing program or campaign throughout the buyer journey. Use your existing data, content, and messaging to personalize and guide buyers along their unique journeys at enterprise scale. Execute marketing-led campaigns that target the right accounts and help them achieve their booking goals. Analyze target accounts using a shared view of engagement that covers every channel and touchpoint. Understanding buyers, whether they are known or not, their needs and challenges and where they are on their journey.

Digital sales room platform to cover your entire sales funnel. It helps sales teams stop wasting time on tire-kickers, by pre-qualifying leads, providing stakeholder content insight, and eliminating early friction with the purchasing committee. What Buyerstage has to offer: 1. Digital Sales Room - Manage all your buyers, from qualification to conversion, under one link. 2. Mutual Action Plan - Create a checklist in collaboration to close the deal. 3. Lead Qualification--Automate MQL-to-SQL qualification. 4. Seamless Handoff from SDR to AE-- Make a smooth transition from sales development to sales. 5. Share assets via portal, and monitor how they're consumed by the buyer. 6. Get instant notifications on buyer queries via comments and chat. 7. Buyer Insights - Get metrics to know how buyers explore and value products. 8. Stakeholder mapping - Identify key decision makers in advance.

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

Consider buying. As if your customers were shopping in your physical shop, you can connect and interact online with them. Watching just one live stream can increase conversion by 41% Customers have a new way of communicating with each other. 80% prefer video to written content about products. Digitize effectively. With just a few clicks, transform your in-store employees into a digital selling team. In just a few simple steps, integrate Eyezon's customizable button. Engage customers who visit your website. Our mobile app will notify your employees whenever a customer requests live video streaming. Engage customers who visit your website. Our mobile app will notify your employees whenever a customer requests live video streaming. Eyezon makes it easier to sell more. We offer a flexible solution that is easy on your budget. Our web-to-mobile solution allows your team to communicate with customers via our custom-built app. It leverages the powerful capabilities of the powerful

Sharpen your forecasting and achieve higher close rates. DealPoint is a deal management and collaboration software that helps sales teams succeed in complex solution sales. Our customers' reps experience 2x higher close rates, +20% ACV, and faster velocity. Managers can see forecasting accuracy increase up to 95%. You can easily customize and share a clear path from today to customer benefit. Track who is doing what by aligning your team profiles with those of the buying team. You will need the metrics to prove value and status of deals, as well as two-way integration with CRM. You can easily share case studies, requirements, and the most recent documents in one place. DealPoint keeps SFDC up-to-date for reps because they don't like it. Serious buyers want to know if you can keep your promises.

Bigtincan's sales platform helps organizations turn customer engagements into long-term, valued relationships. It uses four pillars: document automation, sales training and coaching and sales content management. Our platform is device-agnostic and was developed in collaboration with Apple. It offers a beautiful, intuitive user interface that can be customized to your brand and the work of your teams. Bigtincan's UI is compatible with both desktop and mobile devices, making it one of the most trusted mobile sales enablement platforms. To extend the functionality of Bigtincan Hub, you can purchase add-ons that include integrated software solutions such as a modern learning management system (LMS), document automation, and a digital catalogue application. Bigtincan can also integrate with your existing tech stack via over 100 third-party integrations.

EasyUser will help you attract more prospects and send them directly to your CRM. This native integration between EasyUser and any CRM will increase your sales revenue. EasyUser is a great way to share content that you want prospects to view. They can share your brand instantly with their team and follow up immediately, reducing drop offs. A one-stop solution that makes it easier for buyers to choose you and stay engaged. After sharing content with prospects, you can track who opened your link, what content was viewed, and who showed buying interest. All the content that you share can be used to collect unique prospect data. You can share your content quicker, within a unique showcase which automatically captures and engages prospects. Each showcase is trackable, shareable virally, and comes with "deal accelerators".

Letter AI helps you win more, faster and better. Your revenue teams will have everything they need to close sales, from training and coaching to collateral, to real-time support, all in one unified platform, with AI at its core. Supercharge your sales teams with engaging content and coaching that is always up to date, personalized and relevant. AI provides built-in minutes. Create mock personas for your sales pitch and create interactive training, video based learning and certification pathways using your existing documents in minutes. Find the right assets, personalize them to your customers or create from scratch using AI magic. Ask anything, and get a personalized answer from your AI co-pilot who has deep expertise in your products & company. We are also concerned about your privacy and security. We use industry-leading security frameworks to protect your data and never use it to train our models.

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

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

Your prospects will have a customized buying experience. You can track their engagement by using advanced analytics when you send them content. With little effort, salespeople can create a custom content portal for buyers to share with their stakeholders. This content page is private and unique to your opportunity. It also offers a better user experience than large attachments that get lost in lengthy email threads. Sho will tell you who is viewing what and how long. You can choose what each individual sees next. We will even let you know when they are looking so you can chat live with them. Sho brings all stakeholders together in one space, making it easier, faster, and more enjoyable for your buyer. Say goodbye to long email threads that contain attachments and links.

emlen is a cutting-edge digital sales room software that simplifies the exchange of sales content and collaboration between b2b seller and buyer. Hundreds of revenue teams are using emlen to shorten sales cycles and increase win rates.

Marketers often invest heavily in identifying and attracting customers, but struggle to engage them. Even the most well-planned strategies can fail because of this engagement gap. Focusing on the destination and increasing buyer engagement with relevant content will help you convert prospects into customers faster. Automatedly pull in, organize, centralize and centralize all of your content. Your content can be easily tagged to make it easy for everyone in your company to find it. You can quickly launch campaigns and deploy your content without IT or web development. In minutes, you can create a destination page with relevant content for any ABM campaign or demand. Use AI recommendations and dynamic personalization for more engagement.

Software for managing business projects. Jira Work Management (formerly Jira Core) allows you to see all information about a project at a glance. Keep your team organized and manage your projects. A workflow is the key to managing projects and tasks in Jira Work Management. Workflows help you organize your process and allow your team to track your tasks. Jira Work Management Cloud instances also include boards that allow users to visualize their workflows and drag-and-drop tasks from to be done to done. Only available in the cloud. Task management is made easier by having statuses, comments and attachments all in one place. Everyone can see the details of a project at a glance without needing to email or set up meetings. Notifications let you know when your attention is required. What are the tasks that are still being worked on? Which team member has too many tasks? Jira Work Management allows you to track the status of your team’s projects in a variety of ways. You can do this with a quick overview or customized dashboards.

Docket is the only collaboration platform and meeting management software that was specifically designed to help organizations define clear meeting goals, document important decisions and promote end-to–end alignment. The platform is simple, powerful, and clean enough to facilitate efficient and productive meetings in every organization. Docket will make your next meeting unforgettable To make any type or meeting more productive, you will need to prioritize and create all agenda items. Notes and decisions from meetings can be shared to improve team collaboration. Assign next steps and action items to improve performance and team productivity. You can find notes, tasks, or resources from past Docket meetings whenever and wherever you need them. To prepare for your meetings, look at your to-do lists. Zoom, Slack and HubSpot are just a few of the integrations that combine Docket's power with the tools you already have to improve your meetings.

Companies are constantly faced with changing market conditions and have to operate in an ever-changing environment. Complex custom requests in B2B need to be calculated using batch size 1, while customized products can be enhanced with custom components. calcIT allows you to meet customer requirements and automates your offer and calculation process. calcIT's project management tools allow you to keep control of your project even after signing a contract. calcIT can be customized 100% to meet your specific needs. It digitally illustrates your business processes, which leads to increased transparency and efficiency. calcIT is a flexible program with many CPQ functions. It allows you to clearly illustrate your requirements for calculation, offer preparation, and configuration with full release capability. CalculIT 100% can be used to calculate the cost of a single bolt or to calculate complex offers.

Outbooks Proposal Tool was designed to streamline the creation and management of proposals for accounting and bookkeeping companies. Outbooks Proposal tool simplifies the creation and management of professional proposals that reflect a brand's identity. The tool automates engagement letters to ensure compliance and consistency. Payment options are integrated to simplify transactions and make it easier for clients. Outbooks Proposal tool is notable for its value-based pricing. This ensures that clients get transparent and fair quotes. Outbooks Proposal tool allows accounting practices to improve their efficiency, improve the client experience, and maintain professionalism when communicating with clients.

We analyze client data, seller information, and interaction histories to find relationships, analyze dependency, and build personalized insight. Automate sales processes with routine tasks such as updating CRM fields, writing summaries and strategies, and creating content. Our system uses CRM data and internal knowledge to create relevant sales content. AI learns in real-time from your emails, meeting transcriptions, product information and sales documents. We're also parsing data from public sources, such as LinkedIn, Crunchbase and other social media. To enrich profiles and have a reason to follow-up. Creates personalized sales campaigns using client interactions, preferences and behaviors. This ensures that each communication is relevant and effective. Our AI system can mimic your sales techniques.

Workspace allows you to create proposals, manage projects, and send invoices all from one place. Beautiful proposals will help you manage leads and win more customers. Create custom labels for leads to organize them into groups. Save existing templates to create proposals and reuse them later for different clients. Use chat or email to collect project requirements. Multiple projects can be managed from one dashboard. You can track progress across projects and zoom in to see details to address risks. You can customize stages and properties to fit your project's lifecycle. Invite clients to update in real-time and add team members. Break down projects into tasks and milestones. Scope your projects using templates or previous projects. Assign tasks to groups, create subtasks, and set due dates. You can track your tasks in a board, list or calendar view. You can filter by assignees or projects. Manage your finances, create invoices and get paid on time.

Notch is an innovative proposal and document builder designed for small sales teams and agencies. It allows teams collaborate effectively with clients, track progress and close deals quicker. Key Features - Shared Spaces : Easily share documents and proposals with our simple Space Builder. - Signatures - Use e-signatures for client approvals to close deals. - Interactive Offer : Create proposals that are customizable and clients can interact with by selecting or adjusting services directly. - Interactive Tasks : Assign tasks in the document to increase clarity about responsibilities and deadlines. - Space Analytics : Analyze interactions with clients to optimize content and improve engagement. Notch is perfect for small teams looking to streamline workflows and increase sales efficiency.

CentralStationCRM is a simple and intelligent CRM software that can be used by small and medium-sized companies. All customer and address data in one place. All customer data, including emails, notes, to dos, and appointments. Many filter functions are available to optimize your customer data for marketing and sales. Transparent overview of all activities, including the notification function. So that all colleagues are kept up-to-date. Effective control is possible through reminders, sales planning, and task lists. Clear functions and an intuitive design cut down on training time. We have eliminated the need for complex processes and features that large companies only require. It is browser-based and works with any internet-enabled device. No installation necessary. Filter your contacts in one click using self-created categories

Capture2Proposal, the most trusted GovCon platform for sales intelligence, business development and capture lifecycle management is Capture2Proposal.

Templates and off-the-shelf content can be used to kick-start estimates. It is possible to reduce the cost of creating proposals that feel unique while still reducing overhead. All parties can work together on the same proposal at the same time. All changes are automatically saved and stored in a changelog. Clear tracking and visualisation of project progress helps to avoid project resourcing issues. You can create, access, and edit proposals from anywhere you are, whether it's your mobile, tablet, or computer. You can stay on top of your team's actions with graphic visualisations, notifications, and live activity feeds. Store frequently-sold products and services in one location so they can be quickly re-used. To enable junior team members to work independently, define internal instructions. Invite, manage, and remove users. Assign permissions that reflect their role in the estimation process.