Alternatives to iPipeline CRM for Distributors

Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis.

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

ZoomInfo Sales allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.

Adapt.io is a powerful B2B lead intelligence platform that simplifies prospecting and data enrichment for sales and marketing teams. It offers a vast database of over 250 million contacts and 12 million company profiles, providing accurate contact information such as direct dials and email addresses to help users connect with decision-makers across various industries. The platform features advanced filtering tools that enable users to create highly targeted lists based on criteria like industry, job title, location, and company size. It also integrates seamlessly with popular CRM systems and includes a Chrome extension for real-time access to data while browsing LinkedIn or company websites. Adapt.io uses robust verification processes to ensure data accuracy, reducing bounce rates and increasing campaign effectiveness. It caters to organizations of all sizes, from startups to large enterprises, helping them save time and resources during lead generation efforts. By empowering teams with actionable insights, Adapt.io enables businesses to strengthen their outreach strategies, improve conversions, and drive sustainable growth.

All employees should have one customer profile. Keep your finger on the pulse by using graphs and charts to show sales and forecasts. Track conversions end-to-end with personalized email, voice, or print with a personal touch. It works on any device. All you need is a mobile browser. Mobile bookmark Free CRM for quick access. You can view all of your sales activities in one place with our deal tracking tool and sales funnel dashboard. To help you create more effective CRM messaging, you can see where each customer is in the sales cycle. This includes their deal size, contact history, and even competitor information. Reports and Dashboards give you a clear, concise view of all the happenings. Targeted marketing campaigns can be developed based on customer history and customer profiles. Send unlimited emails to create email campaigns that include time-sensitive promotions or other opportunities. You can track your marketing in real time, improve the quality of your leads, and focus on it.

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

OnFlow is your one-stop solution for customer relationship management. It also offers lead management, project management, and marketing automation. You can manage your contacts and keep track of all details. With custom pipelines, you can easily follow up on leads and monitor them. Our inbuilt email marketing tools and marketing automation tools allow you to organize all your marketing activities in one location. All of your tasks and projects can be managed easily. All of your contacts and relevant information can be stored in one profile. With custom pipelines and a clear dashboard, you can keep track of active leads. You can assign one or more categories of contacts to help you quickly segment your contact lists for marketing campaigns. Track all time spent on tasks and contacts and generate reports to track budgets. OnFlow is hosted, so you don't have to worry about backups, maintenance, or uptime.

As part of the Engage Suite of the JustRelate CX Cloud, PisaSales CRM is an innovative, comprehensive solution designed to transform how businesses manage customer relationships. Catering to various industries, it integrates cutting-edge technology with user-friendly design to enhance sales, marketing, and customer service. Experience customizable dashboards for real-time insights, seamless automation of sales processes, and integrated marketing tools for multi-channel campaigns. Benefit from superior customer service tools, mobile accessibility, robust analytics, and industry-specific solutions. Enhance operational efficiency, gain deeper customer insights, scale effectively, and deliver exceptional customer experiences with PisaSales CRM.

Why pay for CRM softwares that only offer 60-80% features that you don't use? Benchpoint is a premium CRM software that is specifically designed for startups and small businesses. It offers premium features at a lower price. The dashboard's minimalist design makes it easy for sales teams to see all the deals in progress and streamlines sales pipeline management. You can get critical insight into how deals are flowing through efficient lead management and lead scoring. You can instantly see which deals have been won and lost and keep track of your sales process. You can identify stagnant areas in sales and fix them to ensure that your sales pipeline is not clogged. Benchpoint allows you to sync your Microsoft or Google account and track all customer interactions from one place. Mailchimp integration options make it easy to launch email marketing campaigns and send bulk emails.

hotelierAI is our all-in-one, innovative, and integrated hotelierDirect booking engine. It integrates with hotelierDirect's data and marketing platform. It uses data analysis to segment, quantify and predict guest behaviour. It allows you to provide guest profile insights directly to your front desk, create timely, relevant social media campaigns with personalized content before, during and after each stay, and manage the review scores for your hotel. HotelierAI also analyses historical spend, stay behaviour, and social attributes to give you valuable insight into your core customers. Learn about the needs of guests who make direct bookings and get insights into the most valuable segments. Create floating guest profiles that you can share with customers facing teams across your properties.

QuinForce helps B2B marketers accelerate sales cycles by providing flexible end-to–end lead generation solutions that are powered by the right mix of talent and technology. Our marketing expertise spans complex verticals like tech/software, SaaS and financial services. QuinForce's global database of over 50,000,000 business contacts, secure and verified by QuinForce, allows you to connect with decision-makers who match your target prospect profile. It also offers granular segmentation capabilities. Engage your prospects using the right mix of voice and email, social media, web, mobile, and social media. QuinForce's custom lead generation programs are designed to integrate these five channels in a way that meets your marketing needs. QuinForce's strategic technology for marketing automation will help you create a more intelligent B2B campaign. It will integrate all aspects of your campaign to deliver unmatched performance.

Automotive software made for dealerships… Meet Volie. The #1 BDC Engine that allows you to rethink the way you manage customer communications for sales and service BDC’s. The only BDC platform made specifically for automotive. Volie provides the 3 things your BDC needs to be profitable all in one place: Data Management, Campaign Management and Communication Management. Our mission is to deliver software people love to use that makes it easy to communicate with their customers. In addition to having great software, our customer success team helps make it easy to use. Our dedicated account manager will be there every day to help your business prosper.

AI-based quality audit for insurance, healthcare, consumer banking, and retail. Automate all QA parameters for customer interactions via phone, email, chat, and social media channels. Contiinex cloud-based dialer can help agents communicate seamlessly with clients for both outbound and inbound campaigns. A centralized dashboard that gives you a 360-degree view of your business processes. Contiinex WhatsApp business API allows you to automate customer service, sales, support, marketing, pre-purchase, and post-purchase engagement. A unified dashboard provides a comprehensive view of all customer engagement metrics. Contiinex allows you to monitor 100% of customer interactions, voice and non-voice. This compares to a sample of 1-2% quality auditors. Reduce fraud by identifying the right opportunity and improving process efficiency.

Signet Research Pulse Sibyl Surveys alerts you to customers at risk and gives you the tools and resources to gather critical insight that will help to retain and grow your clientele, optimize products/services, maximize your resources, and maximize your use of your resources. Different surveys with different goals, products and customer touch points. Unlimited custom filtering for your respondents and their feedback. You can segment your client list using any custom variables that you wish. You can track and analyze your Quantitative or Qualitative survey data over time with custom filters such customer attributes, dates and account managers. You can control who your survey data is shared with throughout your organization. You can segment your audience using our custom data filters to select the right people to reach out to for product/R&D surveys or marketing material.

Zyprr enables businesses to connect with their customers in a new way. It will increase the productivity of your team so much that they won't want to work anywhere else. You can easily manage all your contacts and accounts, leads, sales pipelines, forecasts, customer activities, and more from one place. Superior customer support and help desk service - Manage tickets, customer emails, selfservice, knowledge base, and much more. Integrated campaign management allows you to stay on top of lead nurturing and drip marketing. Inventory items make it easier to invoice and manage orders. Customers and employees will have full visibility and accurate information. Secure collaboration and storage for you business. Set reminders so you never miss a contract renewal deadline. You can customize your dashboard and create custom reports to view the KPIs and activities driving your revenue. Integrate with multiple email systems, receive notifications, make comments, and sync calendars and activities all from one platform.

Marketing automation software allows you to nurture prospects and track your results. It can be seamlessly integrated with sales management software to help you close more deals. Sales Management Software allows you to track activities, manage customers, and grow your pipeline. You can create beautiful reports that will help you make business decisions. Project Management Software allows you to organize your team, collaborate on tasks, track progress, and keep them informed. Visualize your goals and reach milestones. Get things done. Beautiful dashboard that inspires users to want more. You can easily track your game progress and status. Earn badges, coins and complete collections. Turn it in to receive real rewards. Expect results and motivate users. Sales people love to compete. Instil competitive spirit in your team to increase sales.

Getlead CRM makes it easy to manage contacts and their history. All new events, including phone calls, missed calls, and IVR data, can be easily logged. This allows for more efficient planning, automation, and execution. Getlead CRM allows you to create reports, import/export contacts and do analysis. You can also segment the audience as accurately as you need. Sales managers can redirect leads and contacts correctly, analyze marketing campaigns, and change access permissions to deals or leads based on their status or other parameters. CRM dashboards provide instant snapshots of the most important sales activities. Each agent can see how many leads were generated by the company, how many have been converted to customers, and how agent ratings compare with other members of the sales team.

D&B Rev.Up, the open RevTech platform that B2B marketers have been waiting to use, is finally here. D&B Rev.Up ABX is the first product on this platform. It helps you increase revenue by combining unified data, targeting audiences, and personalizing activations across channels. You can also track your results. All powered by our industry-leading CDP. Plus, connectors to any Martech or Salestech so you don't get stuck in another tech silo. Citrix uses Dun & Bradstreet for their marketing and sales teams to target the right accounts and send the right messages to increase pipeline size and deal size. LiveRamp wanted more accounts. They deployed Dun & Bradstreet to expand their account base and now run targeted, integrated campaigns to top accounts.

Automating your processes will automate your sales and increase your customer relationships. Collaboration between your teams is key to success. Prospection and follow-up on business opportunities. Improved optimization of customer relationships Centralized management of your business data. GDPR compliant. Targeted marketing campaigns that are tailored to each segment. Integration of web forms for lead generation. Collaboration with a shared database that can be accessed from anywhere Managed business processes that are optimized and managed within the same tool.

Marketing, sales and service: BSI CX helps you find, win, retain and understand customers. Perfect customer journeys can be designed, executed and optimized. All of it is cross-departmental and personalized for each customer across all touchpoints. It's fully automated for exceptional and emotional experiences. BSI makes personalized customer management possible at all touchpoints. Your customers will always be able to tell you at what stage of their lives they are. Everyday life is the best trigger. BSI's trigger-based approach allows you to respond quickly to relevant events (life) and tell your customers the right story.

Siebel CRM is used by the world's most successful organizations to achieve their digital transformation goals. Siebel CRM is an integral part of Oracle's CX product portfolio, which includes a rich product roadmap. Siebel Sales is a tool that allows your organization to share information between teams. It's designed to increase pipeline visibility, sales effectiveness and bottom-line results. Oracle's Siebel Sales integrates with the entire Siebel product line, allowing flexible, phased deployments that can be adapted to changing and growing companies. Oracle's Siebel Campaign Management, and Dialogue Manager, streamline the planning, execution, budgeting, and budgeting for personalized, permission-based campaign. They offer integrated workflow and collaboration capabilities to approve and execute campaigns, financial modeling to optimize marketing dollars allocation, and a marketing command centre to track campaigns throughout the enterprise.

The best phone system that has its own CRM. The Phone System and international virtual numbers allow you to manage your calls. You can also organize your prospecting and manage customer relations with the intuitive Hybrid CRM (contacts, calendar, emails ). Predictive dialer can help you drive outbound campaigns and improve the performance of your sales prospecting team. Our Hybrid CRM connects agents to the best tracking tools to help them exceed their conversion goals. The Kavkom Call Robot's wide reach allows you to easily generate leads. You can lay the foundation for your sales team by sending targeted messages to millions potential customers. Use CRM tools to convert reactive customers.

A media buying solution for agencies and advertisers allows you to effectively buy and manage cross-media campaigns. A fully integrated ad selling solution for publishers and agents will maximize direct and programmatic revenue. You can easily plan, execute, manage, and report on campaigns from your own self-service ad portal. Direct and programmatic advertising, with integrations to major ad servers and ad exchanges. End-to-end features to manage print ads with a comprehensive, real-time booking calendar. All core out-of home advertising processes are covered, including inventory and price management. ADvendio is built on Force.com®, and is therefore supported by the security, scalability, and reliability of a trusted name within cloud computing. This platform allows us to support business needs by providing powerful APIs and mobile-ready software.

Semrush CRM, a free CRM tool, is designed for digital marketing agencies, freelancers and consultants, as well as other service-based businesses. It helps users automate customer management, manage multiple projects for clients, and create and deliver marketing and sales campaigns. Semrush CRM helps agencies to generate new business more effectively while keeping existing clients satisfied. It allows users: Combine sales data with customer projects Assign specific clients to specific teammates Create customer cards with contact information and profile data Add quick notes to clients and set relevant statuses Add links to customer resources

SP CRM is a simple but powerful CRM built on Office 365. It provides a complete view into the sales pipeline and activities. It can support the entire sales cycle, from lead capture to opportunity tracking and account management. SP CRM is built on Office 365 and Microsoft Teams. It can be used as a part of your sales team's day without the need to log in to another program. Your sales reps can track opportunities and have access to all the documents, information, knowledge, and documentation they need to close the deal. The portal collaboration features allow sales staff, such as sales engineers, sales developers, and sales managers, to work together. SP Projects and SP Customer Service can be combined to create a complete customer management solution.

Pepper Cloud is the best AI-powered Sales CRM software for small and mid-sized businesses. The platform integrates popular messaging channels like WhatsApp and Facebook to allow users to connect with customers and leads through their preferred communication channels. The CRM software includes features for managing sales pipelines, which allow users to customize stages and see real-time information about their sales activities. Pepper Cloud includes automation features to eliminate repetitive tasks. It also integrates with business tools such as Mailchimp, Xero and Zoom. The analytics dashboard gives users insights into their business performance. Pepper Cloud allows users to manage lead management, account tracking and nurturing, revenue forecasting, campaign tracking, customer interaction tracking, and sales pipeline visualization. With its generative AI technology, AssistAI, it elevates sales productivity by auto-capturing and nurturing leads, automating the chat flows, managing tasks and activities, and more—all with precision and ease. Its no-code AssistAI chatbot can be deployed across multiple channels to handle customer queries instantly, escalate complex issues to human agents, and deliver 24/7 customer support.

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

You can create as many sales pipeline dashboards you need. You can track your sales activities, business activities, team recruitment sales funnels at any time. Every lead you generate becomes a top-of-the-line opportunity in your dashboard. Once your leads have been entered into CRM-Hub dashboard you can create as many stages as necessary. You can move them from one stage to another. Determine their current status in the sales cycle. CRM-HUB stores any lead or prospect that is entered into the system. It also contains all the contact information needed to manage your new connection seamlessly, from prospect to prospect to customer. Your calendar dashboard allows clients and prospects to schedule meetings and calls, just as any other subscription service. Except for CRM-Hub the data is all in one location. You can reach your clients as easily as they can reach you.

Our Hotel Sales CRM solutions also known as myhotelCRM is for Hotels, Resorts, Apartments and Clubs. myhotelCRM is a solution built from ground zero for Hotels by Hoteliers. It is a process-driven Sales CRM Solution. It is a custom-built solution for Hoteliers and a must-have for Hotels across the Globe. A solution trusted by all our Hotel Partners. We encourage our Hotel Partners to provide their requirements of features that they feel would help them maximize their Sales Operations and Revenues. myhotelCRM has the following Apps i.e. Meeting Logs App, Contact Management, Sales Pipeline, Proposal & Contract Management, RFP & Rate Management, Email Marketing App, Sales Budget App, Integent Dashboard, Expense Management and more. Our Solution is used by leading hotel brands and well Independent Hotels. Our Hotel Partners have generated over 42% more incremental direct sales revenues as well as converted and Won Sales from Lost Opportunities. myhotelCRM interfaces with any third-party solution of your choice i.e. PMS, RMS, CRS, IVR, etc. We have ready APIs available. Management Dashboards help in making informed decisions as well.

Aurea CRM is a complete customer relationship management solution that integrates campaign management and allows you to manage every lead, opportunity, interaction, and interaction with customers. Aurea CRM allows you to drive customer engagement tools deeper into your sales organization. We've integrated marketing and sales capabilities into Aurea CRM to provide a comprehensive overview of your sales team, pipelines, key performance indicators, and other important information. This will allow you to make informed decisions and set priorities. Access all the information you need about prospects and customers in one place. Sales teams can update and access information directly from the field using simple mobile tools. Optimize your opportunity management process with data-driven recommendations that will help you profit from relationships networks and identify the best opportunities within the funnel.

Email clicks and opens, social media analytics, among other things. This is the first part of the puzzle. You have convinced a prospect to click on something. We are getting better but need more data to fully understand your campaign ROI. It is important to understand what is driving them closer to a purchase, especially when you have multiple calls to action. We are making progress. Clairvoyix has the best marketing database in business, the Clairvoyix Knowledge Factory. This makes it possible to enhance your direct marketing investments and maximizes your return. Clairvoyix is proud to know that direct marketing is both a science and an arts. We also understand that one cannot exist without another. We invest heavily in our technology platform and use the technologies of Microsoft & Oracle to ensure the best performance, security, scalability and investment protection.

AI-Mediated Conversations (AI-MC) is an automated phone routing solution that uses emotion AI, voice data, and voice data to match customers to the most qualified agent to handle their specific call. This match is based upon profile data and our superior algorithms, which are the result of years of research and experience with NLP and behavioral signal processing. Whatever the goal, there is always an enabler that would allow both parties to achieve the desired result. This contributing factor is often a simple, naturally occurring human process: the development of an affinity or rapport between people. It doesn't matter what type of business communication is used (sales calls, support, collection), there will always be interaction between real people, where the affinity is rarely the same between two people. There are certain traits and behaviors that make us more compatible with others than we are with others. To increase sales or collections, you can guide the conversation dynamic. Meanwhile, our Oliver API is the engine that empowers AI-MC and all other integrations(Genesys, Uniiphore,..) that need to incorporate Emotion AI capabilities.

Selltis CRM, a team-selling solution, is designed in partnership with industrial sales organizations. Due to this, many features that would otherwise require expensive customization on other platforms are included right out of box. Manage your business more effectively with KPIs that are oriented towards the future. Customize dashboards to track what's important. Compare real-time performance or past results with current goals. Integrating your ERP, email marketing, and other platforms will give you visibility across your entire business. Sending quotes to your ERP system is as easy as clicking a button, eliminating the need for repetitive data entry. Cloud computing allows you to access your data in real-time, 24-7, on any device. You can restrict which users are allowed to read, edit or delete documents.

Team365 CRM offers a simple and clean interface layout with a variety of unique features to increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function. Below are some Team365CRM features. - Sales pipeline: Drag and drop deals, add activities, and follow up on leads using our visual pipelines - Automations: Automate sales-related tasks to help you stay focused on your deals - Lead generation: Create, prioritize, and follow-up on leads with a multi-feature toolkit - Integrations: Use our API or one our 275+ integrations to seamlessly integrate Team 365CRM into your business Dashboards: Forecast, focus, and track the impact of your team’s actions with reports and insights

The Magazine Manager is the global leader in magazine publishing software solutions, serving over 24,000+ publications worldwide. It was the first web-based CRM built for publishers, by publishers. In a unified platform, the Magazine Manager includes a sales CRM and opportunities pipeline, a centralized ad order entry system, a built-in electronic signature system, production and project management, billing, digital pagination and editions, and a reporting suite. Magazine Manager includes Media Mate our AI powered media assistant which does everything from content creation, to website segmentation, media analytics, and automated prospecting research. The CRM also seamlessly integrates with Marketing Manager, our marketing automation and audience development platform, and ChargeBrite, our recurring revenue platform. Our audience development platform includes a landing page management system, email marketing automation, a website visitor identification platform, competitor insights, and an email verification program. Since our introduction of Magazine Manager, our suite of products has grown to include DigitalStudio, The Newspaper Manager, Flip & Share, Mirabel’s Marketing Manager, Clean Your Lists, and ChargeBrite.

Acuity is a platform powered by AI that was designed for the healthcare and pharmaceutical industries. It focuses on the identification, profiling and engagement of Key Opinion leaders (KOLs). Acuity uses advanced analytics to mine data from digital behaviors, conference participations, publication activities, as well as other professional engagements, in order to create detailed KOL profile. The platform allows for segmentation and selection, maps influence across geographies and tracks interactions. It also includes sentiment analysis that allows users to assess the influence of digital leaders on audiences via various channels, such as social media or presentations. Acuity can be customized and integrated with CRM systems such as Veeva or Salesforce. The platform includes clinical trial profile tools that help companies manage clinical trials recruitment by identifying the top trialists and optimizing their strategy.

Access CRM provides sales teams with the tools they need to win more business. This is done by improving collaboration and efficiency, optimizing closing rates, and accelerating growth. Its market-leading integration of accounting and ERP unlocks unique insights, predictive intelligence and efficiency gains for marketing, sales and customer service teams. Data-driven clarity about your ideal customer profile leads you to better leads and improved close rates. This accelerates customer acquisition. Tools to reduce churn risk, upsell and cross-sell ensure maximum customer lifetime value. Access CRM features include integration with Mailchimp, Klaviyo and inquiry web forms. It also offers pipeline management with configurable work flows, a document repository for proposal documents, an overview dashboard for the sales manager, and spending trends of customers over time. By connecting your accounting system, inventory system, or ERP system to Access CRM, the data from each system is in constant communication. This allows your team to work more efficiently.

Options, CRM, automated contract, web analytics, and many other features can be integrated with your existing business system. You can take control of pricing, sales process, contract documents, and other details - even when it's not your job - so that your team can concentrate on customer service. You can rest assured that your contracts are accurate and actionable, which will lead to downstream savings and efficiencies. Create workflows that can handle custom options, lot transfers, changes orders, reservations, deposits, and many other things. Manage data across multiple platforms without the headache. A single SQL database allows you to manage leads, prospects, buyers and homeowners as well as realtors. You can quickly create email campaigns and track important metrics.

Unlimited sales leads, mailing list, business profiles, person searches, CRM, and mailing lists. Only $99/month, one new customer will pay the entire annual cost. Infofree allows users to find new leads. Access to unlimited sales leads, business profiles and people search for your business. We help entrepreneurs, salespeople, marketers achieve their sales and customer goals every day. Unlimited sales leads, business profiles for 14 million businesses, person search for 200 million people, contact manager. You can view your prospects on a map and call them to set up appointments. This feature is available in the Salesforce App Store for Android and iPhone versions. Infofree provides you with the leads that you need. Infofree makes it easy to find leads for your target market. Use the CRM101®, calendar integration to sync your Outlook or Google accounts.

A platform that integrates marketing, creative teams, clients, and agencies allows for communication, project collaboration, and asset management. You can manage multiple projects with their own tasks, discussion boards, assets, and team. You can either bring in people from within your organization or recruit external team members. Vitalblock's Integrated Marketing Calendar allows marketers to quickly launch campaigns, plan and coordinate activities, assign tasks and track progress. All your communications and digital assets can be centralized by clients and projects. You can make asset collaboration more efficient, secure, and controlled with the right access levels and user profiles. Connect to your brand materials, creative, and teams to empower your business branding.

Our CRM, loan origination and servicing software can automate and scale your lending business. Modern borrower experience through online, mobile-friendly portals, customized workflows, and paperless origination. To speed up submissions and collect required documents, integrate our quick and complete app web forms into your site. Keep your entire team (brokers, borrowers, and third parties) updated on the loan status. Our platform is 100% on AWS and conforms to SOC 2, ISO 27001, and PCI compliance. We protect, secure and back up your data and documents for life. A custom dashboard and pipeline. Email marketing using drip campaigns. Lead tagging & referral source tracking. Assign leads and deals to loan officers or processors. LendingWise LOS software can be customized to fit almost any loan product. It is flexible and pre-built for Fix & Flip or Rental, CRE Bridge/Perm loans, as well as for SBA loans.

audius Finance combines the best of Microsoft Dynamics 365 and the industry-specific needs of different financial service providers into one solution. Add-on modules can be used by asset managers, developers, distributors, and insurers of investment products, as well as real estate agents, to customize their CRM system to suit their business models. You can make customer meetings, legal clarifications, and damage/loss reporting more efficient by using add-on modules. Our industry-specific software solutions are constantly developed, while always being in compliance with the latest legal and operational requirements. We have the right add-on to make sure your system is flexible, scalable, and always up-to-date. You only pay for what you use. audius Finance is our solution to support financial service providers' industry-specific business processes.

SuperSales is a single AI Sales Platform that will help you grow your revenue without the need to hire a large sales team. SuperSales agents can plan and prioritize your sales activity, engage with prospects, monitor deal health, update your CRM etc. Consolidate your fragmented GTM stack across categories such as lead data, sales engagements, dialer, booking meetings, CRM, etc. With one powerful platform. SuperSales allows your sales reps to work with AI agents to build a qualified pipeline that converts into revenue. AI agents continuously collect, curate, update, and verify a living lead database of over 275+ millions contacts and 75+ millions companies. SuperSales reinvents CRM in an AI-native environment by unifying your system of record and system of action powered with AI agents.

A complete solution. Options for extensive integration and configuration. Real human customer support. Track revenue forecasts. Create proposals, book ad inventories in real-time, get eSignatures, capture payment methods and help your team achieve revenue goals. Automation workflows are available for IFTT processing of ad assignments and status updates. They also allow customer notifications (content collections reminders), ad serving & report generation. Bill and track payments in a systematic way. Dashboards can be customized to provide insight into revenue forecasting and other metrics, such as aging, cost-of-goods-sold, etc. Integrate with ERP/GL systems. Clients can view campaign details, pay invoices and generate account statements, as well as sign orders, submit ads, approve proofs and submit ad material online. Ad Orbit was built with integration in mind. It makes it simple to plug in your favorite applications. Our RESTful API and Zapier integration allows us to integrate with dozens of media and tech brands.

LuxorCRM – Strategic Sales CRM is the most customizable online CRM software that allows restoration contractors to develop relationships, track leads and drive sales. LuxorCRM is the only CRM software for contractors that has been built with proven sales methods that work in the restoration sector. LuxorCRM's strategic, sales through classification solution gives you visibility into your sales processes. This will allow you to manage your sales team better. LuxorCRM's unique classifications help you keep your salespeople focused on the right clients at the right time, whether your focus is on prospecting new clients or maintaining existing relationships with insurance partners. This CRM is ideal for restoration contractors who want to empower their sales teams. It features industry-specific tools and robust reporting.

PRECISIONscientia’s KOL Data Solutions offer a suite powerful tools to identify and map influence of thought leaders. This allows for effective engagement planning and monitoring. The Expert Dashboard analyzes the relationships, publications and trials of physicians in specific therapeutic areas. It also looks at their clinical interests, presentations and presentations. It also includes visual maps that reveal complex relationships between thought leaders. This allows users to identify rising stars and categorize effective partnerships. The platform can be customized to meet project-specific requirements, and integrate third-party survey data and sales data. The DOL Map is a tool that focuses on digital influencers, aggregating online discussions and analyzing them to determine their influence and relevance for specific brands. This interactive tool captures digital media conversations in real-time, allowing insights into key topics.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

ActionClient is a CRM for small businesses and self-employed people that lets you focus on sales and prospecting. CRM for small businesses, sales reps, freelancers and SMBs. Simple, easy and effective. The only CRM made by salespeople, for salespeople. This tool is for you if your goal is to grow your business. Your priority should be to provide the best service to your customers so that they will stay and attract new ones. Agents and representatives in the following sectors: Insurance agents, real estate agents, financial advisors and planners, multi-card agents, and brokers of all fields. Customer service agents that want to offer personalized service and build a new client base.

Inboundio is a secure and natural way to manage your prospects. It will help you increase sales and leads. Integrated with your Inboundio CRM, you can create, send, and track beautiful email marketing campaign. Create landing pages for laser-like marketing campaigns. Drag and drop is all that's required. Sales are more important than leads. Inboundio supports your sales people. You can create and manage your own digital marketing campaigns.