Alternatives to Accord
Compare Accord alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Accord in 2025. Compare features, ratings, user reviews, pricing, and more from Accord competitors and alternatives in order to make an informed decision for your business.
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Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.">
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The Comarch Loyalty Marketing Platform is a comprehensive solution designed to enhance customer engagement and retention through tailored loyalty programs. It empowers businesses to create personalized customer experiences by leveraging advanced data analytics and automation. Key benefits include increased customer retention, improved brand loyalty, and enhanced revenue generation. The platform offers a range of functionalities, such as marketing automation to streamline campaigns, pre-integrated customer journeys for seamless interactions, and advanced personalization that adapts to individual preferences. Additionally, it provides robust AI-driven data analytics for actionable insights, helping businesses optimize their strategies. With 30 years of expertise in executing the most complex loyalty initiatives, Comarch supports some of the world’s most recognized brands, such as Auchan, BP, Carrefour, Heathrow Airport, JetBlue Airlines, Galeries Lafayette, and True Digital.Starting Price: $0
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DemandFarm
DemandFarm
Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar -
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DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.">
Starting Price: $29 / month -
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Clari Copilot
Clari Copilot
Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.Starting Price: $500 per user per year -
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Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
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Consensus
Consensus
Buying software is broken. Buyers want to evaluate and decide quickly, getting results. But traditional selling frustrates buyers, leaving revenue teams guessing how to increase deal size, win more, and shorten sales cycles. Consensus fixes that. Our Product Experience Platform empowers revenue teams to transform buying journeys into easy, interactive product experiences. Revenue teams meet buyers where they are with the right product experiences to satisfy each buyer’s need to understand value on their timeline. Our platform includes: - On-Demand Video Demos: Watch product experts - Interactive Product Tours: Try core features - Automated Product Simulations: Explore deep functionality All while sharing buyer intent data to align buyers and accelerate decisions. The result? 30% faster sales cycles, 2X faster close rates, and 1.5X larger deals. -
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People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
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Along
Along
Along is a collaborative workspace for complex B2B sales that helps you engage, close, and onboard buyers using custom digital sales rooms that connect all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content or other information of the deal. Using tracking and analytics, Along is able to deliver insights, highlights, and recommendations from your prospect's behavior directly in your CRM - entirely enabled by smart SQL processing and AI. This allows you and your team to optimize and discover why prospects are churning; allowing c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes. Simply create shared Alongspaces as digital sales rooms + mutual action plan with your buyers to have a single hub for all deal-related information, track what your buyers do with them, and use the insights to close them faster.Starting Price: $69/month -
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Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
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Boxxstep
Boxxstep
The Buyer Engagement and Enablement Platform. Aligning sales teams with their customer buying committees. Buying decisions are made by a group of contacts from across the organization, the number is probably more than you know. How you understand, help and learn from them will determine your current and future success. What do you know about your prospects business problems and needs? Where do you capture and manage this information? Your prospects decision process is complex and difficult. How can you help them and reduce the risk of a do nothing outcome? Who’s in the buying committee? What are the roles, reporting lines and internal dynamics? What’s important to them? The group of people from across an organization who come together to make buying decisions collectively, it will comprise executive, economic, technical and user buyers.Starting Price: $126 per user per year -
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Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
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Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
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Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
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Ambition
Ambition
The #1 sales performance software, Ambition transforms sales teams into powerful revenue engines. From coaching and analytics to TVs and contests, our tools make it easy for sales leaders to draw smart insights from data, and to create a culture of success on the sales floor — so that every rep can drive revenue in a measurable, meaningful way. Manage and measure what matters across multiple roles or segments. Ambition delivers visibility and insights to managers while also empowering reps to exceed goals and prioritize their activity. Share Insights, smart alerts, and key trends to the right person, in the right place, and at the right time. Customizable Ambition Workflows and deep integrations power real-time recognition and notifications. Develop and manage your teams with consistent, customizable metric-based coaching programs. Ambition's powerful coaching suite allows sales and enablement leaders to maximize team performance. -
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Brainbase
Brainbase
Brainbase Assist helps companies manage any licensing, partnership or sponsorship agreement from end-to-end in a single platform. - Get insights by tracking important metrics like total sales, royalties, rights availability, upcoming events, notifications and more. - Compare progress across partners, products, categories, territories, distribution channels and detect issues before they become critical. - Create personalized, custom dashboards and generate reports with the metrics that are most important to you - Upload, view and track sales reports and royalty performance all in one place. - Eliminate human error with fully-automated sales and royalty calculations based on the contract terms. -
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Kizen
Kizen
Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth for marketing, sales and experience teams across the globe, enabling seamless personalization at scale. -
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Nektar
Nektar
Your AI digital Assistant that guides you to sell better. The world’s best mobile-first sales assistant. Rebuilding the modern sales experience! Don’t let another deal slip through the cracks. Let Nektar track who, what, when and how to follow up and you can just focus on closing sales. Get AI driven insights, alerts and reminders on all your leads, opportunities and tasks. Multi-channel ability to follow up with anyone from anywhere on any channel. With the power of AI & human collaboration, use Nektar playbooks to coach and ramp your fast growing sales teams and new hires easily. Customize, implement and track the sales plays to fit your sales process. Your rules, your plays with AI at its core and a dash of human expertise! Focus on helping your salespeople sell better rather than on reporting what they have been doing. Automate CRM entry, multi-fold CRM adoption & accelerate revenue growth with real time CRM updates and activity capture. -
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Kapta
Kapta
Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.Starting Price: $1,000 per month -
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Upland Kapost
Upland Software
The Upland Kapost content operations platform unites revenue teams to speak in one voice across each customer journey. Because we know those managing the complexity of end-to-end content—particularly at scale—deserve a platform that’s up to the challenge. Upland Kapost Premier Success Plans eliminate the need for costly custom services and build a solid foundation for your success. Platinum is our top-tier plan, and it provides your business with the highest level of experience and value. -
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Recapped.io
Recapped
A living workspace for complex deals. Mutual action plans that keep prospects accountable and ensure nothing falls through the cracks. Keep everything in one spot. Ensure clients complete next steps. Automatic email reminders help keep clients, stakeholders, and team members accountable to next steps. Consolidate your entire deal in one place. No more searching through countless email threads and spreadsheets. A single place for you and your client. Accurately forecast deal outcomes. Gain visibility into the status of your deals without complicated reports, and jump in before it's too late. Clone your best reps with repeatable playbooks. Drive best practices on every deal with reusable templates, ensuring everyone performs their absolute best. Integrate into your existing workflow. Recapped integrates with Salesforce, Dropbox, Google Drive, and a lot more.Starting Price: $49 per user per year -
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Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
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Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
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Catalyst
Catalyst Software
Serve customers better from day one. The simplest software for powerful customer management. Fast installation: you'll be up and running in minutes. Identify risks and upsell opportunities. Build multiple health profiles that align the customer journey from onboarding to renewal. All your customer lists in one place. No more searching customer data in spreadsheets or Salesforce account lists. We’ll integrate with your entire tech stack to make customer segmentation dead simple. Catalyst at its core is built for the customer success manager. All of our workflow features strip out the tedious aspects of day-to-day customer management such as updating Salesforce fields and logging calls & meetings. Whether you are a Customer Success Manager, Sales Executive, or a CEO, Catalyst can help your workflow! -
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Prelay
Prelay
Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout. -
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RevSetter
RevSetter
Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth. -
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Gainsight
Gainsight
Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes. -
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CustomerSuccessBox
CustomerSuccessBox
CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor -
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Enable Us
Enable.us
Organize, share and analyze everything your buyers and sellers need to close deals quickly using our digital sales rooms. Marketing content, sales content, and customer voice in one link. The B2B sales process is difficult and time-consuming. Managing content creation and distribution, Zoom meetings, and Q&A between 2-20 buyers and influencers is hard. Enable streamlines this entire process, allowing you to manage it from one unified digital sales room. Sellers spend up to 25 hours finding content every month. Content sprawl is real, making managing and finding the right content a daily time suck. One place finally has everything sellers and buyers need to close deals quickly. Too often we make it hard for our champions to help us close our deals. Dozens of emails, meetings, phone calls, and documents make it difficult for your champion to coordinate with their evaluation team. Enable tracks all sales room activity, alerting sales in real-time.Starting Price: $50 per user per month -
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Prospect Path
Prospect Path
The sales lead and prospect intelligence platform for enterprise software vendors. Get qualified sales leads matched to your customer targeting. You know who your best-fit customers are, you just need to know when they’re ready to buy. Create lead campaigns that match your targeting with our active software buyers, and start talking to the people most likely to buy your software. Create a predictable and measurable source of new opportunities by optimizing your targeting, inbound volume and budget. No resources required, no upfront costs and zero wastage. Simply match opportunities with demand. Ensure software buyers find your product at multiple stages of the buying process. Promote products across comparison sites and create lead generation campaigns to put your software at the heart of the search. -
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Sales Robots
Sales Innovator
Software to help you create and manage a team of artificially intelligent sales robots. Build a team of sales robots that can send emails, qualify prospects, and accelerate your sales pipeline. Sales Innovator is a sales robot platform that allows companies to build a team of artificially intelligent sales robots to help accelerate outbound and inbound sales goals. Scale an infinite team of Artificial Intelligent (A.I.) sales robots who can send emails, qualify prospects, and help you accelerate your sales pipeline. Robots can be the first point of contact to engage prospects who recently requested contact online; e.g. low-scoring leads, partner referrals. Robots can be the second point of contact (after your sales rep attempted outreach) for prospects who previously showed high levels of interest. Robots can proactively initiate contact with prospects who previously expressed interest; e.g. untouched, unresponsive for more than 90 days, or closed/lost.Starting Price: $899 per month -
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Salestron
Salestron
Comprehensive dashboards and evaluations enable you to immediately record all goods movements and inventories at all levels and details of your sales channels. Recognize opportunities and risks at a glance and develop well-founded strategies based on facts. The partners are the focus of all channel activities. Depending on the sales structure and portfolio of the manufacturer, distributors, retailers, retailers, specialist dealers and system houses must be looked after equally and yet individually. Develop and maintain strong partner relationships and always stay on top of things. As a central communication platform, the partner portal ensures high partner loyalty and additional sales through needs-based content and campaigns. Develop and promote your partners through precise interactions and automate complex processes. -
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Re:catch
Re:catch
Convert more customer interests into sales meetings, immediately. Accelerate your revenue with Re:catch. Re:catch immediately directs demo requests into qualified and confirmed meetings with your sales reps, dramatically reducing your time and process to win back more customers. Leads confirmed within 5 minutes convert upto 100x more into sales opportunities. Don't lose leads, but also don't consume all of them. Route your sales reps to the most qualified meetings to have the highest chance in their winning scenario. Free yourself from endless email ping-pong. Arrange meetings with a simple drag and click. -
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ChurnZero
ChurnZero
ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints. -
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Vitally
Vitally
Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.Starting Price: $99.00/month -
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Planhat
Planhat
Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement. -
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Totango
Totango
Design and run any customer journey, easily and at scale. Everything you need to accelerate your customer success with the most widely adopted all-in-one Customer OS. Select your customer journey or build your own. Out of the box best practice templates for any journey or initiative. Why start from scratch? Securely connect all your customer data for a single, unified view of your customer. Simple to administer and maintain. Manage everything in one platform. It's never been easier to design, run, and measure, your best customer engagements. Automate workflows across your entire organization. Supercharge your digital engagement with hyper-personalized communications for each user. Modular and agile. It’s everything you need to easily get started, monitor, tune and grow. -
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RO Innovation
Upland Software
Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative. -
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ClientSuccess
ClientSuccess
Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer. -
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Staircase AI
Staircase AI
Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn. -
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CustomerGauge
CustomerGauge
CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today. -
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d!NK
d!NK
No more slide-shuffling the night before meetings. The greatest pitchbooks to engage with buyers are ready for success in the SalesMatik app. We’ve automated the visit report to make the sales process run on actual data without bothering sellers with tedious CRM poetry. No more searching for the right documents. Share relevant information during the meeting in a dedicated account hub. Over 15,000 users in 48 countries daily engage with more than 100,000 sales tools enabled by d!nk. At d!nk, we are on a mission to eliminate sales time wasters. We are salespeople, too. We love to work the leads, show the value and close the deals. We use our own applications to be more productive in sales. And that’s how, since 2010, we have grown to eliminate sales time wasters for over 15,000 sellers in 48 countries. We love technology but don’t expect our customers to do the same. We love to help our customers to focus on valuable sales activities and to discover the freedom of mind. -
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Rolldog
Rolldog
Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps companies manage their business relationships, increase revenue, and boost sales & marketing effectiveness. Managing business relationships and interactions through account details, relationships, activities, integrations and documents is part of our foundation. It is Rolldog’s ability to help qualify and manage opportunities from lead to close that really sets us apart. Rolldog has an objective approach to how Lead and Opportunity Management should be handled. With Rolldog, we can control the settings to configure the criteria in which leads are qualified and ranked, specifically to your sales process. Being able to adapt to virtually any sales methodology / process at an executable level enables companies and sales reps to manage pipelines effectively. This means that businesses will be able to accurately forecast opportunities and close more deals.Starting Price: $39 per user per month -
44
Crossbeam
Crossbeam
Find and connect with the companies in your partner ecosystem in just a few clicks. If they’re not on Crossbeam yet, we’ll roll out the red carpet and get them onboarded at no cost to you or them. Say so long to spreadsheets and hello to data-driven partner intelligence. Connect with a partner and start account mapping to get updates on overlapping customers, shared pipeline, and more. Use your partner ecosystem as a secret weapon to activate new leads, advance opportunities, and close deals. Communicate and organize your efforts using Slack, Salesforce, and the tools you already use every day. Enrich existing sales, marketing, and customer success platforms with partner insights from Crossbeam. From ABM tools to ETL pipelines, our integration marketplace gets your data to places where it matters most. -
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Salesframe
Salesframe
Build, analyze and improve the perfect Sales Enablement process and let your sellers focus on what they’re best at. Unify the message your sales organization presents to customers by ensuring your sales teams always have the latest content available to them. Sellers can utilize your content to build great presentations, have amazing sales meetings and track what is reacted to when it is sent to customers. Improve your team’s performance and the content available to them with insight from all customer interactions. Sales has changed and it is more critical than ever for salespeople to provide value at every stage of the buying process. Salesframe’s Present module allows you to enable your sales teams with a tool that guides them through client meetings and helps them access relevant content when it’s needed most.Starting Price: $10 per user per month -
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ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
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Outplay
Outplay
Book more meetings with a truly multi-channel sales outreach platform. Outplay is the new-age sales engagement platform and the only tool your sales team will ever need to crush their goals. Your buyers are more informed than ever and active on multiple platforms. So, don’t let your sales team left behind emails. Outplay’s multi-channel approach helps your sales team follow & reach the buyers wherever they are - be it email, phone, Text/SMS, LinkedIn or Twitter. Efficient dialer to supercharge your sales process, and convert target accounts into satisfied customers. Helps your sales teams make and receive calls from within the browser and from wherever they are. You’re reaching out to highly pre-qualified prospects, don’t let your Intercom/Drift surprise them with re-qualifying questions when they visit your website. Instead, impress them by being available to start the conversation and book meetings quickly.Starting Price: $70 per user per month -
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Salesbeat
Salesbeat
You have the human power and we have the data. Together we can provide your sales department with new customers. To do this, we have developed a browser-based solution that you can use to search for companies and contact persons easily and without much effort. The result can be seen and you can go directly to personal acquisition. Don't waste time. In this way you not only increase the quality of your customer discussions but also increase the satisfaction of your conversation partners. Expand your existing database, clean up outdated data records or use the latest information for further use in your existing system. A dynamic and flexible search enables you to carry out queries tailored to your company. If you want to keep an eye on hundreds of existing customers, prospects and business partners at the same time and on a daily basis, you will quickly get lost in the flood of data. -
49
Opine
Opine
Opine is the AI‑powered presales and post‑sales OS your solutions engineers will fall in love with, the only platform that lets your sales and customer engineers plan, execute, and automate their work in one place, reducing admin tasks and enhancing visibility. With its modular workbench, featuring deals, customers, evaluations, playbooks, requests, and trends, Opine centralizes every aspect of the presales lifecycle, turns deals into auto‑tracked projects, synchronizes opportunities from your CRM, and provides a Notion‑style dashboard where SEs can manage tasks, follow‑ups, and technical documentation. Its AI deal shepherd generates real‑time updates and recommendations, extracts actionable insights from Zoom and Slack communications, and ensures clear success criteria are defined and aligned with customers. Built‑in analytics assess process maturity and measure Pure ROI per SE by eliminating hundreds of admin hours.Starting Price: $89 per month -
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Zoho SalesInbox
Zoho
Turn unopened emails into closed deals with the only email client built exclusively for salespeople. The first email client built exclusively for salespeople. The most recent email isn't always the most important. Especially in sales. You need to stay on top of the deals that are most likely to turn into revenue. A traditional email client won't help you do that. But SalesInbox will. SalesInbox automatically prioritizes and organizes your emails according to the deals that matter most to you. See more -and do more- right from your inbox. Have your mailbox reflect your sales pipeline and your emails organized according to sales priorities, so that you stay on top of deals that matter the most. For better communication, you need better context. Know every detail about your customer to get a clearer picture and craft better responses. Get alerts for follow-up activities and notifications about the conversations that matter most. Follow-up faster and also automate the process.