Best Sales Software with a Free Trial of 2026 - Page 22

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers. Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs. Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data. Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units. Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.

Saleswise effortlessly consolidates your team's communications, meetings, documents, and CRM updates directly into your inbox, making interpretation a breeze and allowing for immediate action. In today's intricate B2B sales landscape, numerous touchpoints exist across the organization, yet these interactions are often inadequately documented and remain trapped in separate inboxes and calendars. By aggregating these many-to-many relationships, SalesWise offers a comprehensive 360-degree view of customer interactions, fostering enhanced collaboration among teams. The platform seamlessly integrates with Salesforce and various email systems, facilitating smooth transitions for customer management. Regardless of changes within your team or client base, all pertinent data remains readily accessible for those who require it most. By providing essential relationship data to the wider enterprise, SalesWise ensures your team stays efficient and focused on their goals. Say goodbye to the clutter of email CCs, forwards, and time-consuming internal updates on deal statuses, all while aligning the organization without incurring additional per-seat fees. This innovative solution transforms how teams interact and manage their sales processes, paving the way for greater productivity and success.

Introducing the ultimate mobility sales solution tailored for iPad and iPhone users! Mapview offers a dynamic geospatial perspective of your clientele, prospects, and daily sales itinerary. Sales Navigator serves as an iOS tool for planning and mapping that allows you to geographically visualize your contacts and strategize your daily sales routes. As you navigate from one appointment to another throughout your day, you may find yourself assessing whether you have sufficient time to transition to the next meeting after a delay, or pondering how to effectively fill the gaps in your schedule while on the go. With Mapview, the pioneering app for iPad and iPhone that transforms your appointments into a navigable route displayed on Apple Maps, sales professionals and road warriors can efficiently determine the mileage and travel time required to reach their next engagement. Additionally, users can discover optimal routes and spot nearby clients or prospects that could be integrated into their journey, ensuring every moment on the road is utilized to its fullest potential. This innovative approach not only streamlines your daily operations but also enhances productivity and client engagement.

Pobuca Sales is a mobile solution designed for field sales automation, tailored for sales representatives and merchandising auditors, allowing them to maximize daily sales, streamline merchandising tasks, and enhance overall productivity. It effectively synchronizes all sales and order data with your ERP and accounting systems, significantly reducing paperwork and associated costs. This integration provides you with a comprehensive view of your customers at any time and place, offering real-time insights for informed decision-making. With Pobuca Sales, sales representatives can efficiently manage their daily responsibilities, boost their performance, and drive increased sales, as it is accessible on mobile devices like phones or tablets. You can efficiently place optimal orders in minimal time, select the products your customers desire, introduce new items, and broaden your customer base. Additionally, it allows you to monitor key performance indicators through reports and dashboards that not only track your daily activities but also assist in strategy development while delivering a holistic view of customer interactions. By utilizing this tool, your sales team's effectiveness can reach new heights, paving the way for sustained growth and success.

Quickpage stands out as the leading video follow-up solution globally, allowing you to differentiate yourself from competitors and offer an unparalleled experience to your customers. With Quickpage's video email feature, you can authentically introduce yourself and your services, fostering genuine connections. Designed to connect sales professionals with clients, the Quickpage app facilitates the development of meaningful relationships that build trust and drive successful transactions. Our mission is to empower sales representatives to distinguish themselves within their fields while enhancing the purchasing experience for customers. We believe that incorporating video communication can significantly transform business interactions for the better. As virtual sales strategies rapidly evolve, sales professionals must adapt swiftly to remain relevant in the marketplace. With Quickpage, you can effortlessly record or upload videos directly from your phone or desktop, ensuring that you stay at the forefront of this innovative approach. Embrace this opportunity to elevate your sales game and connect with your audience on a deeper level.

We specialize in a Salesforce CRM-centric platform that offers both 2D and 3D capabilities, aiming to revolutionize your engagement with products. Our solution empowers teams through immersive product visualization, efficient collaboration, and DirectTouch interaction, all seamlessly integrated within Salesforce. At the core of our 3D renderer lies an elegantly crafted relationship management tool, built on the premier cloud platform of Salesforce. With a straightforward, convention-based setup, we enable the integration of 3D elements into your workflows swiftly. Our user-friendly design permits unlimited licensing for innovative custom applications. Our mission is to maximize the value of your existing 3D designs by linking them to Salesforce objects and processes, ensuring smooth incorporation into current CRM workflows and applications while also paving the way for new custom solutions. This approach not only enhances your interactions with customers but also equips service teams to become true product specialists. In just moments, users can disassemble 3D models and initiate workflows to reorder parts, streamlining the entire process efficiently.

Develop and publish your own online CAD configurators. With the help of parametric descriptions and 3D visualization the DynaMaker lets you configure and visualize products with infinite variants. Easy to integrate to your web, CPQ or e-commerce to let customers visually configure products with infinite variants. CAD exports are auto-generated instantly and export to data like * 3D BIM (.ifc) * 3D CAD (.step) * 2D Quotation drawings (.pdf, .dxf) * Cut files (.dxf, .gcode)

BatchDialer is a comprehensive outbound dialer solution that empowers businesses to enhance efficiency and productivity. With its powerful features like multi-line dialing, call recording & forwarding, IVR, and customizable agent scripts, BatchDialer enables sales, marketing, and BPO teams to effectively engage their target audience and achieve their goals. Our unique offerings, including phone number reputation monitoring, rapid-fire dialing mode, property details in-view, and included phone numbers, give businesses a competitive edge. By streamlining campaign management, ensuring regulatory compliance, and providing valuable insights and tools, BatchDialer optimizes telecommunications efforts, maximizes productivity, and fosters meaningful connections with customers. BatchDialer offers competitive pricing for teams of all sizes, making it accessible for businesses of any scale. Our user-friendly interface allows for easy implementation and customization, ensuring that BatchDialer can meet the specific needs of each organization. With our cloud-based platform, there is no need to invest in expensive equipment or phone lines, saving time and resources.

A complete and innovative offer that automates your BtoB prospecting with ease All in One Everything you need to transform your suspects into qualified leads with ease. The Magileads solution offers a complete technological foundation that allows business teams to conduct customer and partner acquisition and retention campaigns simply and quickly. Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect

Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​

SleekFlow is an AI Suite for Revenue-Driving Conversations. SleekFlow brings every customer conversation under one roof. With support for WhatsApp, Instagram, Facebook Messenger, SMS, live chat, email, phone, and more, it gives revenue teams a single AI operating system to manage the full customer lifecycle — from the first touchpoint to long-term loyalty. Central to the platform is AgentFlow, SleekFlow's AI-driven go-to-market workforce. Unlike static chatbots, AgentFlow continuously learns from real interactions. Its self-healing knowledge base monitors conversation trends, flags information gaps automatically, and presents human-reviewable, one-click corrections — so your AI gets smarter without requiring constant manual upkeep. SleekFlow also functions as a built-in business intelligence layer, mining genuine customer dialogue to surface actionable insights that drive smarter decisions across sales, marketing, and support. With over 2,000 enterprise customers spanning 70+ countries, SleekFlow is a globally proven platform. Its headquarters are in Singapore, with regional offices across Hong Kong, Malaysia, Indonesia, Brazil, the UAE, the UK, and the US. The company has raised $23.5M from a distinguished investor group, including Tiger Global, Atinum Investment, AEF Greater Bay Area Fund (managed by Gobi Partners GBA and Transcend Capital Partners), Moses Tsang (former General Partner at Goldman Sachs and Chairman of Goldman Sachs Asia), and Mars Growth Capital. Learn more at sleekflow.io

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

Verse is the award-winning digital platform that’s empowering the world’s best storytellers to create more engaging experiences with their videos – ensuring that their content is just as intuitive and interactive as the devices it's being watched on. Our software lets viewers click, swipe and scroll through your videos and discover what matters most to them. For everything from choose-your-own-adventure narratives to interactive infographics – we empower audiences to truly engage.

AI Driven Campaign Optimization. Deep learning algorithms transform unique users into your ideal marketing strategy. Not all conversions happen immediately. Attributy analyzes the user's past data for several months to identify any touchpoints that may have influenced a purchase decision. This allows dynamic attribution algorithms to build a very accurate picture of the channel's value. These tools are not able to be used for single-channel attribution. Many people underestimate the impact of each channel they measure and underestimate the cumulative, long-term effect of a campaign. Attributy's artificial Intelligence algorithm focuses on the user and follows each customer journey from initial touchpoint to purchase. Each ad is given credit proportional its true value in customer conversions.

1. Prospector - Find Your Next Customer with Better Data Quickly build targeted prospect lists with 100M+ contacts data & receive alerts when contacts change jobs. 2. Engagement - Automate Your Sales Engagement Build automated sales sequences and take your sales opportunities to the next level. 3. Chrome extension - Find Leads Everywhere Get targeted contact and company information directly on LinkedIn, Company website and CRM (Salesforce or HubSpot）. 4. Enrichment - Enrich Your Data Automatically Enrich your records with 50+ firmographic fields in the AroundDeal database, including business email, phone, title, company name, and more. 5. Visitors - Turn Website Visitors into Qualified Leads Find out what companies are visiting your website and engage them the right way at the right time.

Today's consumers have become accustomed to making evaluations independently, with an expectation for flexibility and self-service, even when it comes to significant purchases. The complexity of the buying experience has increased dramatically, with a multitude of options to consider, various stakeholders involved, and numerous obstacles to navigate. The typical sales process often feels more like a rigid framework rather than a journey tailored for the buyer. Customers are not seeking validation; instead, they are focused on resolving their issues. To avoid lost deals, delays in onboarding, and unmet revenue targets, it is crucial to collaborate effectively with prospects and customers. Establishing a reliable sales and success process that emphasizes partnership with customers is essential. By employing successful strategies, templates, and tactics that have been adopted by hundreds of high-growth startups, you can enhance your approach. Working closely with experienced sales professionals to tailor your methods can lead to improved outcomes. It's vital to foster engagement and accountability by ensuring that all parties share a clear understanding of the next steps, key milestones, timelines, and overarching business objectives. This collaborative approach not only enhances the customer experience but also drives better results for your business in the long run.

Sculptor CPQ is a Salesforce-native CPQ application that helps sales teams with product configuration, pricing, and quote generation. The solution is a must-have when you need to configure complex products, apply pricing rules automatically or generate quotes directly within Salesforce. Core capabilities: - single-screen workspace; - dynamic product grouping, filtering, and search options; - drag-and-drop support; - notification system; - reporting and analytics; - interactive customer quotes. Check sculptor.cloud for more details.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Anchor is tailored to meet the distinct billing requirements of service providers and is engineered to significantly enhance efficiency while conserving resources, time, and financial costs. As an accounts receivable automation platform, Anchor revolutionizes traditional billing methods by streamlining the entire process, transforming it from a cumbersome task into a smooth operation for both vendors and clients. To establish a fully autonomous billing system that effectively closes the cycle with impeccable accuracy, we realized that the journey must commence even before billing begins: at the agreement phase between the vendor and their client. The key innovation lies in converting the engagement letter into a dynamic tool that serves as a single source of truth for both parties. This approach eliminates the need for direct handling of payment details and collections, as clients only need to provide that information once, making the process efficient and hassle-free. Ultimately, this not only simplifies operations but also fosters better communication and trust between vendors and clients.

Plat provides lead distribution and ad tracking services. The platform is fully customizable and offers turnkey solutions for end-to-end performance marketing. Plat’s ad management tools allow you to monitor visits, clicks, and conversion with real-time reporting that shows dozens of metrics. Our real-time ad tracking capabilities help you stay organized with an all-in-one dashboard. You can consolidate Plat with other platforms to seamlessly oversee and manage all your campaign metrics. In addition, you can download detailed data from various sources. Seamlessly monitor and manage all your campaign metrics and traffic through one software. Manually optimize your campaigns and traffic distribution or allow our software to auto-optimize based on your rules, ROI, and profit. With the help of AI, Plat offers advertising tracking software that enhances, optimizes, and automates your campaigns.

Create a scalable voice experience with the API that connects millions globally. With Twilio Voice, you can build unique phone call experiences with one API, to create, receive, control and monitor calls with just a few lines of code. Customize your experience the way you want by using a wide range of customization resources, such as our Voice SDK, speech recognition, Interactive Voice Response (IVR), and recording transcriptions. Whether you're looking to set up global conferencing or alerts & notifications, Twilio has the support you need for building with Voice, such as our Twilio Runtime and Studio developer tools. Find docs, code samples, and helper libraries to start building today.

Incorporate your marketing strategies to understand customer behavior, enhance return on investment, and assess how marketing impacts the sales pipeline and overall revenue. With seamless integrations into your marketing technology stack, you can expect an onboarding process that takes just one week. Additionally, a versatile attribution engine allows for the precise distribution of conversion credit among pertinent touchpoints. The user experience is designed to be consumer-friendly for analysis, enabling the definition of Custom Events and Dimensions. A collection of specially designed templates is available, reflecting the best practices of successful teams worldwide. Track customer journeys from initial contact to final sale, providing a comprehensive overview of marketing effectiveness. An advanced AI Engine performs ongoing analysis of crucial metrics, surfacing insights and actionable recommendations. Ultimately, this system offers a complete perspective on the entire Marketing Funnel without any external dependencies, ensuring that all aspects of marketing performance are accounted for effectively.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.