Alternatives to Upollo

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.

Designed with you in mind, the emfluence Marketing Platform offers an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with: Email Automation: Create automated workflows that nurture leads and drive conversions. Email Marketing: Design and easily send impactful email campaigns, featuring advanced personalization options like conditional content. Social Media Management: Schedule, publish, and monitor your social media posts from one place. SMS Marketing: Engage your audience with timely and relevant SMS campaigns. Landing Pages: Create high-converting landing pages to capture leads. Automated Reporting: Understand the impact of your marketing campaigns by leveraging custom reports and analytics across channels, assets, people, and places. Website Tracking: Track visitor interactions on your website to optimize marketing strategies. Lead Scoring: Prioritize leads based on their engagement and interactions. Marketing Calendar: Plan, schedule, and manage your marketing campaigns in a centralized calendar.

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.

Staircase AI is a pioneer in Customer Relationship Intelligence. Our platform uses AI to analyze millions upon millions of customer interactions, and turn them into actionable human insight that is impossible to spot with the naked eyes. Staircase AI is used by companies to cut through the noise, improve their NRR and increase their profitability. Staircase AI uncovers deep human signals and uncovers customers’ health, sentiment, journey events and risks. Our cutting-edge technology analyzes all customer interactions, including emails and chats, Slack activity and video calls. It then connects the human signals to produce relationship-based insights like stakeholder changes, positive and negative sentiment trends, problematic subjects, and more. Our human analytics, when combined with existing product analytics provide the missing element to fully understand your customer to grow at scale.

Feedbackly is an all-in-one customer experience measurement and analytics platform. It allows you to automate the analysis and optimization of your entire Customer journey with behavioral targeting and intelligent automation. Feedbackly allows you to collect customer feedback from any channel, analyze it all, and then let smart integrations take care of your feedback. Feedbackly is the only CXM platform that allows you to measure Emotional Value Index (EVI®.) This gives insight into how customers' emotions affect revenue and churn throughout your customer journey. Our mission is to make companies happy. We ensure that our customers are happy. More than 95% of our customers remain with us. Feedbackly offers all the tools, methods and training necessary to attract and retain more customers with a better customer experience.

Push notifications and seven other channels can help you increase mobile user retention. Retention is key to achieving long-term business goals. Reteno makes retention easy. Get a jumpstart with campaigns that make money right away. Don't waste time designing campaigns or preparing flows. In five days, you can go live with your app retention strategy. You won't likely need a developer. To increase reach and ROI, you can add more channels. You can make repeat sales if you have more channels. It is five to 25 times more costly to acquire a new customer than it is to retain an existing customer. Data is collected from many sources. The data can be used to create campaigns, workflows and segments, and for content personalization. You can also use it to send messages through various channels. To acquire, convert, engage, retain, and retain more customers, you can use ready-made workflows that are tailored to your business type. Our intuitive builders make it easy to create any campaign in just a few seconds.

UserIQ was founded in 2014 to help businesses realize the full benefits of customer success. It provides teams with the product intelligence and customer insights needed to fight churn and grow their account. It also aligns the business around the users' needs. UserIQ empowers CS departments to focus on users' goals and allows them to be a part of all departments. Our platform makes customer success a business mindset and not a function.

Software that helps you achieve customer success. Freshsuccess is a software and subscription company that helps prevent churn and increases expansion. It also strengthens customer relationships. Gain greater visibility into your customer base. View account health, support tickets and billing history in real-time. Identify risks and potential opportunities. Address customer churn and identify new advocates or growth opportunities. Standardize workflows, automate processes, and create best practices for your Customer Success Team. View key metrics such as churn and expansion, product adoption and customer health. Freshsuccess is trusted by leading B2B subscription and software companies. A customer health score captures attributes and behaviors of successful clients. Customer Success professionals use health score to identify customer risks and opportunities before they happen.

Drive revenue and retention with autonomous AI agents who engage users throughout the entire customer journey. Automated onboarding, activation and retention processes can be used to drive growth. Autonomous ai agents send personalized emails that convert well to your customers. Focus on building your product instead of managing complex workflows. Let Waitlyst understand your primary focus. Pre-empt user behavior changes and stay on top of growth. Our reports require no setup and provide you with all the data necessary to make informed decisions. Waitlyst unifies all of your customer data and activity into one place. It eliminates silos of data, giving you the insight needed to drive revenue and retention.

Prevent churn, and you'll get back your revenue. ProsperStack is a drop-in cancellation flow that automatically prevents churn. Targeted offers can be used to save customers and to gather feedback that will help you make informed product, pricing, and remarketing choices. ProsperStack's cancellation flow is a beautiful, low-friction offboarding experience that is kind to users and helps you grow your business. It can be embedded directly into your application using just a few lines code. You can then customize everything in ProsperStack - no developer required! Your cancellation flow can be turned into a powerful tool for churn prevention. Offers that are tailored to customers' segments and reasons for leaving can be made. Analyze results, adjust and personalize at any time to find the most effective offers. ProsperStack answers help you to retarget lost revenues effectively and provide insight into key decisions regarding your product roadmap, pricing, support, and service.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows.

involve.ai is a platform that uses no code to unify all fragmented customer data into an early warning dashboard. Scale quickly without the need for dozens of data analysts or CSMs. Unify all fragmented data to gain complete visibility of customers and scale your customer experience. You can get personalized recommendations for actions across the entire customer journey so you know which customers to prioritize each day and how to be proactive. Sentiment analysis provides accurate customer health information that can help you identify churn risks and upsell/cross-sell opportunities before they occur. Historical data analysis can be used to recommend Segmentation or Benchmarking in order to identify the leading indicators.

Predictive Customer Insights Platform seamlessly combines quantitative and qualitative data, offering Zero Party Data insights and code-free simplicity. Discover a better way to understand the behavior of your customers. Pre-built connectors, and 100+ integrations are available. ConvertML is available for free.

Increase customer lifetime value by gaining a deeper understanding of why customers cancel and a clear plan on how to improve. Retain your customers by providing a high-performing cancel experience. The cancel button redirects the customer to a cancel experience powered Chargebee Retention with personalized details to win them back. Customers are presented with dynamic offers based on their targeting parameters. Automated workflows engage and track customer activity across tools and channels. Simple dashboards help you collect insights and take action to retain more customers. Chargebee Retention allows you to address customer concerns with an automated, scalable and personalized experience.

Relativity6 can help you understand and predict customer behavior. Find and keep your best customers. Cross-sell and up-sell at the right moment. Reduce monthly churn by 0.5% - 1% Relativity6's Knowledge Graph, a massive data store that contextualizes customer behavior outside of your internal data, is available. The Knowledge Graph is built upon a graph database that contains over 1.5TB of contextual information points. This helps overcome data sparsity issues and uneven data sampling. Relativity6's flexible, high-performance infrastructure allows your team to run experiments quickly and learn quickly without requiring a large upfront investment. Our algorithms are fast and can identify trends and insights quickly. They also run on large datasets, which is why our algorithms are so efficient. Too many Machine Learning and AI companies try to hide all their secrets behind the term "proprietary". No one knows your business better than yourself. Marvin was created as an open platform that allows you to easily collaborate with your data scientists.

Butter is ending involuntary churn for direct-to-consumer and SaaS subscription brands by recovering failed payments and subscribers faster, and more efficiently, delivering 5%+ ARR growth.

Planhat is a Customer Success Platform that makes Customer Success easy. Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers. Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.

Churn is the number one enemy of any business. It's the silent killer that can erode your customer base and sap your profits. But there's a solution: ChurnFree. What is Churnfree? Churnfree is the solution for reducing churn and retaining customers. It helps you create customer retention flows and win back your customers. With Churnfree, you can create custom retention flows to keep your customers engaged and coming back for more. And if they do ever slip away, you can win them back with targeted flows designed to get them hooked again. Don't let churn destroy your business. Fight back with Churnfree amazing features today! 1. Create Retention Flow 2. Real-Time Analytics Dashboard 3. Personalized Your Offers 4. Beware of Client Feedback 5. Pause Instead of Cancelling 6. Add Multiple Products So what are you waiting for Start your Free-Trial Now!

Skalin's AI-powered Health Scores and powerful automation features help B2B SaaS better engage and grow their customer base with its 360deg views, AI-powered Health Scores and powerful automation capabilities. Skalin automatically pulls data about your customers from the tools that you already use, such as your SaaS, CRM, or workspace. View customer health data, product usage, emails and support requests at a glance. Our self-learning algorithms silently mine customer data to detect risky behaviors. Bye-bye to the cumbersome "if-then" rules. Our AI is ready to use from the first day without any setup. Identify customers that need your attention. Spend less time guessing, and more time helping customers. Use templates that are already built and tweak them to suit your needs. Stop team members from reinventing themselves and automate what needs to be done and when.

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.

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.

Raaft assists SaaS companies to reduce churn, and get better feedback from customers. Raaft provides a no-code retention flow to your subscribers when your subscribers hit 'Cancel. To get subscribers to stay longer, you can ask them why they are leaving and provide custom responses. To build a better product, you can collect better feedback and obtain higher-quality analysis.

Calculate conversion probability using ML analysis of product usage patterns. Segment and rank accounts with probability scores and other custom attributes. HubSpot and Salesforce can be enhanced with a browser extension that flags high potential leads for reps. It also provides insight on power users and key conversion indicators. This extension allows you to customize your outreach. You can instantly integrate PQL models into existing Salesforce, Marketo, Outreach, or Slack workflows. You can leverage product usage data in your GTM efforts, without the need for additional engineering or messy spreadsheets, dashboards, or new processes. To accelerate activation and monetization, leverage the most effective channels, such as sales, marketing automation, and in-product nudges. To convert and expand accounts, A/B test different engagement channels and qualification models.

Ackee streamlines customer success workflows and helps you beat customer churn. Ackee provides valuable insights for your team to ensure success throughout the customer journey. Ackee's powerful data science platform provides the tools you need to provide outstanding customer value. Ackee integrations allow you to connect your data and access detailed account information, customer churn prediction, and health metrics. You can ditch Excel and no longer have to search for customer information. You will get key metrics and real-time notifications to keep your team up to date on major changes in customer activity. This will allow you to take steps to increase retention and improve adoption. Ackee automatically segments high-risk and active accounts based upon real customer activity. This allows you to create scalable workflows that focus on clients who need your attention most.

ZapScale Customer Success Platform is the easiest platform to use. ZapScale empowers Customer success teams to monitor and manage customers effectively. ZapScale uses 150 data points from six data sources to give you a customer score that is accurate, evidence-based and conjecture-free. Automatic alerts and predictive analysis of churn allow you to identify customer pain points and solve them proactively. We can help you to ensure that your customers continue to benefit from your solution.

Behavior-Based Customer Messaging Perfect for your SaaS. Engage your SaaS users through targeted behavior-based marketing campaigns. You can choose to send the right information via email or in-app messages depending on the time your users are looking for it. Automated behavior-based campaigns can help you to onboard your users. You will always get the right information. Automated email campaigns can be set up based on user actions (or lack thereof) in your product. You can choose to send messages via email or in-app messages. Segment your users based upon their behavior. Send out one-off broadcasts to announce new features and make announcements. You don't have to start from scratch if you use the built-in templates. A simple admin dashboard allows you to view all your user profiles. You can add filters or dive into individual user profiles, where you can view all their properties and events.

RetentionEngine allows you to create a cancel flow that captures insights into why customers cancel, works with them to retain them, as well as identifies trends throughout the lifecycle of your customers. Your greatest source of learning is your unhappy customers! What worked and for whom? What could they do to change their minds? Can you fix it? RetentionEngine can help you answer all your questions and optimize. 80% of customers believe that a business could have done more to retain them before they left. Your best source of marketing is your customers. Potential customers will be able to tell you about bad cancelling experiences. Churn is on a rise. RetentionEngine saves time and increases your revenue. We've done all the hard work so that you don't have! You can get started by integrating with your subscription platform. RetentionEngine is an AI-powered, no-code offboarding solution that will save your customers time, money, and increase revenue.

Global commercial lenders can accurately assess an applicant's creditworthiness and manage risk. We provide a platform that allows them to deploy compliant credit models on an integrated platform. A customizable dashboard for executive management, credit analysts and compliance teams. Calibrated to calculate the probability of default and early stage Delinquencies. Simple plug-and-play integrations, and flexible deployment models. Deep learning models provide insights from disparate data sets. Access rolled up risk assessment reports. Our data cloud and predictive models enable sales augmentation. We can help you identify high-propensity prospects and develop winning engagement strategies using predictive intelligence and intent data. Deep account intelligence for more than 16 million businesses worldwide. Predictive scoring by custom modeling and intent generation. Access executive profiles and org charts. Integrates with your existing workflows.

devtodev is a product analytics platform that allows data-driven teams to gain valuable insights and influence user decision making. You can convert users to paying users, improve app economics, predict revenue, customer lifetime value, and predict churn. You can also analyze and influence user behavior.

Grow your list, capture zero-party data, and drive more sales with high-converting product recommendation quizzes, on-site and email surveys, landing pages, and preference centers. Take full advantage of the power of data and reap the rewards of personalized on-site, email, SMS, and re-targeting experiences. For marketers, you can gather more consumer-consented data than with ANY platform in the market and leverage this data across ALL channels at both micro and macro scale. Increase conversions by rolling out product recommendation quizzes, implementing surveys, and continuing the conversation via email or SMS based upon this information - increasing the likelihood of both a new customer gained, higher LTV, and lower opt-out rates. With over 1400 customers, 200+ integrations, and 2 billion bits of zero-party data collected daily - there is no platform stronger than Digioh to help brands drive incremental revenue growth, build customer experience , and harvest + activate zero-party data in forward-thinking, innovative ways. And - with Digioh's full-service design and technical support team - Digioh customers get started faster, driving faster ROI, and incremental success within 30 days!

Slintel, the leader in capturing technographics-powered buying intent, helps companies uncover the 3% of active buyers in their target market. Slintel analyzes over 100 million data points to determine the market and sales intelligence. Slintel's customers can access the contact information and buying patterns of more than 17,000,000 companies around the globe and 70 million decision-makers worldwide.

Your installed base will increase visibility, connectivity, and revenue. EntytleInsyghts is the first AI-powered Customer Installation Base Recurring Revenue Platform for B2B Manufacturers. Entytle Insyghts was specifically designed to help you manage your installed base, recover wallet-share, reduce the churn, and drive upsell.

You can create more personal and timely customer experiences. As-a-service, real-time lead qualification and engagement tracking. SalesWings allows sales and marketing teams all over the globe to engage their leads in a personal and timely manner - in an Award-winning manner. Our real-time lead scoring, lead engagement tracking, and sales alert solutions are quickly deployed and balance power and simplicity at perfection for all sizes of sales and marketing teams. We combine a set of intuitive tools, including built-in predictive leads scoring, user-input-based point scoring and lead tagging, to enable sales and marketing departments of all sizes to personalize and increase sales efficiency.

Unprecedented visibility into consumer foot traffic. Compare your business performance to any distant or local competitor. Get insight into +13 M venues and other places in the United States. Analyze footfall data and customer behavior in any retail industry. Find out how many people visit your store each hour, day, or month. Find out where customers are coming and going. Identify customer demographics, interests, as well as intent. Find the areas that generate true economic activity. Track customer churn to understand changing consumer patterns. Understanding how large events can impact your business.

Reef is a platform for customer revenue that helps companies grow revenue predictably with existing customers. It also accelerates net retention reporting. The tide has changed. The tide has shifted. Many companies are ill-equipped to cope with this new reality and this creates a revenue deficit. Startups take too long to establish a foundation of NRR excellence, and this slows down acceleration. Many companies aren't equipped to handle this new reality and create a revenue gap. Priority investment areas to accelerate startup. Create board-ready analytics for net retention, including renewals, cross-sell, and upsell. Visualize territories in order to quickly identify growth and churn risks based on engagement metrics, product usage, consumption percentage, health score and NPS. With advanced targeting and workflow, you can turn insights into action and ensure consistent execution.

Platform for customer intelligence data that helps brands analyze user behavior across multiple channels. Analyze data quickly and accurately. AI and ML solutions can help you identify customer behavior patterns to make informed decisions. B2Metric integrates with a wide range of sources, including databases that you use most often. Optimize your retention strategy by predicting churn in customers and taking preventive action accordingly. To enable targeted marketing, categorize customers based on their characteristics, behaviors, and preferences. Optimize marketing strategies by leveraging data-driven insights. This will improve performance, target, personalization and budget. Optimizing touchpoints and tailoring your marketing efforts will help you provide unique customer experiences. AI-based marketing analytics to reduce user churn and increase growth. Advanced ML algorithms can identify customers at risk of churning and develop proactive retention strategy.

Renewtrak connects the global tech sector to power the subscription and renewal economy. Our customers can take control of recurring revenue streams, automate quoting via complex distribution channels, and present their customers with personalized renewal options for any type of license, maintenance, support, or annuity contract. Automated notifications for renewals save your team's time and reach every account, increasing renewal rates. Use the renewal event to grow your existing customers. Allow your customers to browse, self-checkout and close the deal quickly for a faster quote-to-cash. We bring the B2C digital customer experience to B2B where customers are encouraged to not only renew but also expand. Renewtrak automates repetitive work so that your team can focus on the important things. Our dashboard provides real-time visibility with AI-enabled scores for likelihood to renew.

This tool was created to provide investors and corporate decision-makers with a daily view of how consumers behave. We analyze millions of anonymous U.S. shoppers' purchases every day to give investors and corporate decision makers a clear and accurate picture of any consumer company. We have created a self-service platform that allows for real-time exploration and daily tracking. You are the expert in your field. Our dashboard supports both your current analyses and your unanticipated queries. Compare your competitors by breaking down performance by channel or location. The daily metrics can be used to make quarterly predictions. Track the lifetime value and explore where customers shop to find out where they go when they churn.

Your startup should be growing right. Metrics, dunning, engagement tools for SaaS and subscription businesses. Baremetrics cuts through all the noise to reveal the insights you need in order to make the right decisions and propel your business forward. You can see what's happening right now, plan for tomorrow, as well as strategize for growth in the months and years ahead. We are tired of boring charts and graphs. So we make our interface and design more engaging and inspiring. Each feature is both useful and pleasing to the eyes. Finally, you can access the data you need to identify growth opportunities, answer your questions, and run complex analyses with ease. It's possible to be data-driven and customer-oriented. We are the SaaS and subscription analytics solution that you have always hoped for. You only need one click to access hundreds of valuable metrics, business insights, and more!

ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.

Churn360, an AI-driven customer success platform, helps SaaS businesses reduce churn to increase customer lifetime value. Churn360 integrates customer data from multiple SaaS products such as CRM, Helpdesk and Billing software. All of these data are combined into one dashboard that is easy to use for customer success managers. This gives them a 360-degree view. Churn360 offers features such as playbook automation, customer mapping and tracking, surveys, and customer onboarding. This helps customers in different situations to increase customer retention and reduce customer churn.

inSided is the most popular Community Platform for Customer Success and Support. Our Community, Knowledge Base and In-Product Support products can help you reduce churn, deflect calls, and build better products.

Upzelo's loyalty and reward initiatives are designed to propel your business forward. Transform every transaction into a festive occasion with a tailor-made program that's quick and simple to deploy — no programming expertise required! If you need help, our support and migration teams are on standby to assist you at every turn. This is the ultimate loyalty application you'll ever require. With points programs, VIP tiers, and referral bonuses, it builds trust and rewards your customers for their involvement.

Set your KPI, and Forwrd creates a predictive scoring system based on factors that are strongly related to your KPI. Predictive scoring helps you identify and prioritize leads more quickly and accurately. Account scoring allows you to rank accounts and the leads they contain in a systematic way. By identifying and understanding the churn factors, you can prevent customer churn. Identify product-qualified leads for improved lead prioritization. Create a self learning scoring model that identifies and updates itself automatically new conversion impacting factors. Identify churn indicators with ease, discover ways to delight your best clients, and empower your frontline team to retain customers. You can create AI scoring models without coding and deploy them even if you don't have data teams.

Gazelle is the first data platform that identifies growing companies and allows businesses to focus their efforts on prospects who are most likely to purchase. Gazelle's B2B database contains over 9.8 millions company profiles, including international hierarchy and 1.3 Million AI-generated growth businesses in 910+ industries sectors. Its AI ranks businesses by their likelihood to expand, providing a personalized list of top prospects. Gazelle offers global supply chain data, heatmaps, and insights into uncharted territories for identifying opportunities. It contains granular data about importers, multinationals, and exporters as well as exclusive human-verified insights into expansion projects. Gazelle, with its monthly update of over 15 million verified contacts gives businesses an edge at trade shows and conferences by helping them identify key decision makers and build economies.

A streamlined and optimized sales process is essential to survive and succeed in today’s mortgage market. Velocify®, a component of the ICE mortgage technology™ platform, automates sales to keep your team focused on activities that will drive more business. Your Salesforce sales team can streamline and enforce their unique sales process so that Salesforce admins and loan officers can concentrate on growing the business and closing more mortgages. Your Salesforce environment will immediately become a powerful sales prospecting, closing, reporting, and reporting engine. Are you ready to increase lead conversion rates by as much as 400%? You can retrieve mortgage leads from more than 1,400 integrated lead sources. Then, you can automatically distribute new leads and reassign existing leads, prioritize sales communications and create custom sales workflows to ensure that all leads are taken care of. You can respond faster to high-priority leads and sell smarter to close more loans.

Track, prospect, track, and discover the fastest-growing investors and companies in the world. Mattermark company data automatically enriches your leads and accounts. There are 80+ fields per company, including industry, revenue, personnel and funding. You can identify the right contact based upon title, function, seniority, and age. Monitor changes in team size and web traffic to get smarter about outreach. Machine learning, web crawlers and primary sources are just a few of the many tools we use to extract data daily from millions upon millions of news articles. Our in-house analysts review the data daily to ensure that you can close deals with confidence. All the world's business information, sorted and filterable. Mattermark makes it easier and faster to find the best deals. For deep insight into the growth and performance of investors and companies, search their profiles. Without good data, you can break the cycle of doing business.

Klaviyo empowers businesses to create smarter digital relationships by transforming customer data into meaningful, impactful experiences. From email and SMS to web interactions and reviews, Klaviyo makes it easy for B2C brands to engage customers at every touchpoint. Trusted by over 157,000 businesses, Klaviyo helps drive faster, more efficient revenue growth. Klaviyo’s 350+ integrations making getting started easy for marketers. Some key features of the platform include predictive analytics, AI automation, optimized templates, A/B testing, and intuitive segmentation and email flows to ensure marketers are reaching their audience with the right message at the right time. The solution also supports integration with payment processing and point of sale (POS) software solutions, such as Magento, Shopify, and WooCommerce.

LeadBoxer is a powerful lead generation and sales intelligence platform that can be used by small and large businesses-to-business (B2B). LeadBoxer is the most advanced online visitor identification solution and behavior tracking system. It allows sales and marketing teams identify and track customers and leads online, turn anonymous web traffic into actionable insight, and generate qualified leads to improve their business efficiency and grow their revenue stream. This software-as-a-service (SaaS), solution allows for lead and customer identification, filters, segments, dynamic lead scoring and notifications and alerts.

To find the top self-serve signups, use product usage data. Get a 360deg view on customers and how you interact with them. Engage customers at a-ha points to increase conversion. Your product-led GTM can be scaled with insights and action from one place. Concentrate your efforts on customers who have the greatest potential. To prioritize sign-ups most likely to convert, use customer and product data. Learn what your customers are doing with your product, and how they interact with you. Don't be left in the dark about your customers. Engage customers at important milestones to increase conversion. Receive real-time alerts whenever customers reach certain metrics or take important actions. Calixa helps you streamline your workflow. Calixa makes it easy to start a sequence, make an opportunity, and extend a trial. All from one place. Stop jumping from one tab to the next. Start in minutes and not months. Connect all your data to Calixa in a few clicks and we will take care of everything else.