Alternatives to Aligned
Compare Aligned alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Aligned in 2026. Compare features, ratings, user reviews, pricing, and more from Aligned competitors and alternatives in order to make an informed decision for your business.
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1
Pipefy
Pipefy
Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. -
2
CrankWheel
CrankWheel
Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! -
3
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
4
Klyck
Klyck
Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user activity for sales and marketing leaders with superior data-driven strategic solutions.Starting Price: $9/month/user -
5
Product Fruits
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behaviorStarting Price: $79 per month -
6
Allego
Allego
Allego’s learning and enablement platform elevates performance for sales and other teams by combining learning, content, and collaboration into one app, designed for the flow of work. With Allego, teams onboard faster, confidently deliver the right messaging and collateral, rapidly adopt content and best practices, coach and practice more frequently, and collaborate more effectively with peers and the home office. -
7
FROGED
FROGED Technologies
FROGED transforms the way companies connect with their customers by combining Human Touch + AI in one secure omnichannel platform. We help businesses deliver smarter, faster, and more personalized interactions—always putting people at the center of technology. With full visibility, traceability, and control, FROGED empowers agents and managers with centralized data to drive efficiency, productivity, and new revenue opportunities. Our solutions include: 1. Unified Omnichannel Inbox: All conversations, all channels, one place—without losing context or personalization. 2. Mass Campaigns & Conversational Marketing: Reach more customers with segmentation and hyper-personalization, turning one-to-many messages into meaningful one-to-one conversations. 3. AI Copilot, Agentic AI & AI Workflows: From summarizing interactions and automating Tier 1 support to creating custom workflows that integrate seamlessly with your tools.Starting Price: $32.5 per month -
8
Userlane
Userlane
Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support. -
9
Storylane
Storylane
Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.Starting Price: $50 per user per month -
10
Showpad
Showpad
The Showpad Enablement Operating System® (eOS) unites marketing and sales teams to deliver revenue-driving experiences. Empower sellers with relevant content and training to engage buyers and run deals with confidence. With content and sales tools all centralized on Showpad eOS®, sellers can adapt to buyer needs instantly — knowing they’ll always have the right answer at their fingertips. Bring physical products to life in digital app experiences, from 3D models to 360° immersive showrooms, to enable more engaging in-person conversations. Plus, sellers can easily collaborate with decision-makers through comments and uploads in a Shared Space—a convenient and customized microsite that helps speed up the sales cycle. Scale the winning behaviors of top sellers with Showpad Coach to deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets. -
11
Chameleon
Chameleon
Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supportsStarting Price: $279 per month -
12
Forward
Forward
Forward enables sales teams to win deals and onboard customers faster. Forward's engagment platform centralises all resources, stakholders, sales tools and interactions within a single digital workspace, for seamless collaboration, standout experience and faster buyer decisions. Each of Forward’s digital sales rooms is shareable with a single link and comes packed with superpowers: - Real-time collaboration for seamless deal progress, - Sales insights to track engagement - Mutual-action plans to keep your deal on track - Auto-personalization to stand out from competitors Sales team can take control of there deals, minimize friction, and achieve higher conversion rates. Sign up for Forward's free trial and find out the best way to drive your deals forward effortlessly!Starting Price: €29/month/user -
13
Flowla
Flowla
One link for your buyers. One command center for your team. Flowla offers collaborative digital sales rooms for sellers & buyers, with a powerful layer of AI and advanced automation built in. It automates your entire mid-funnel: from the very first call, to onboarding & renewals, with a human always in the loop & in control. When AI agents are in action, they: - Auto-generate business cases, mutual action plans, and handoff notes - Identify economic buyers in the deal room & ping your team to multithread - Auto draft relevant follow-up emails when buyers go dark - Sync every single contact and activity to CRM. The aim is to drive your deals forward with perfect execution, every single time, with no tedious manual work on your team. All while giving your buyers a beautiful, organized deal room that unites everything they need, from the first call to go-live.Starting Price: $49/seat/month -
14
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 -
15
emlen
emlen
emlen is a cutting-edge digital sales room software that simplifies the exchange of sales content and collaboration between b2b seller and buyer. You can centralize your sales content with a few clicks, create amazing buyer experiences with so-called digital sales rooms / collaborative spaces in seconds, share it with your prospects and track buyer engagement in real-time. Hundreds of revenue teams create amazing buyer experiences for their prospects with emlen and shorten their sales cycles and increase win rates.Starting Price: €79 per user / month -
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Dock
Dock
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.Starting Price: $29 per month -
17
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
18
BuyerAssist
BuyerAssist
With BuyerAssist, your sales teams power continuous value discovery and realization for your buyers, to build trust and accelerate revenue. Collaborate and win with your buyers by aligning with them on a shared definition of success, milestones and the jointly-operated plan to get there. Enable interactions that help you identify and define potential value for your buyers and create a plan to get there. Partner with your buying teams across personalized milestones and a jointly developed roadmap to buyer success. Empower your buyers with one-place-to-go for accessing contextually relevant information at any time. Unify all the buyer behavior data across their lifetime engagement to make business decisions. -
19
Topo.io
Topo.io
Topo.io enables sales teams to move forward with buyers by centralizing stakeholders, resources, and deals—all in one place. Always keep track of prospects' activity and engagement by connecting Topo.io with your CRM and other business tools saving you time with follow-ups and reporting. Manage your QBR in a structured way and share key objectives with your clients. Gather all the information shared during the sales cycle to ensure proper onboarding. Identifies and replicates the best practices of top performers and shares them with the team. Reduce the time to first deal by providing your Reps with templates already adapted to your sales cycle. Track the content that performs best and ensure good alignment between sales and marketing.Starting Price: €49 per user per month -
20
DealPoint
DealPoint
Attain better close rates and sharpen your forecasting. DealPoint is deal management & collaboration software that helps sales teams ace complex solution sales. Our customer’s reps see 2x close rates, +20% ACV and faster velocity while managers see forecasting accuracy improve up to 95%. A clear path from today to customer value — easily customized and ready to share in seconds. Align profiles of your team with counterparts on the buying team and track who is doing what. The metrics you need for proof of value and deal status plus two-way CRM integration. Easily share case studies, requirements, links, and the latest documents all in one place. Reps don’t enjoy SFDC — so DealPoint keeps it updated for them. Serious buyers want to know how you will deliver on promises.Starting Price: $70 per user per month -
21
Buyerstage
Buyerstage
Digital sales room platform for your entire sales funnel. It helps sales teams to stop wasting time with tire-kickers by pre-qualifying inbound leads, offering stakeholder content insights, and eliminating any early friction with the buying committee. What Buyerstage offers: 1. Digital Sales Room—Manage all your buyers from qualification to conversion under one link. 2. Mutual Action Plan—Work on a collaborative checklist to complete the deal. 3. Lead Qualification—Automate MQL-to-SQL qualification. 4. Seamless SDR to AE Handoff—Make a smooth handoff from sales development to sales. 5. Sales Collateral Management—Share assets via portal and monitor how they are consumed at the buyer end. 6. Buyer-Seller Collaboration—Get instant notification on buyer queries through comments and chat. 7. Buyer Insights—Get metrics to know how your buyers explore and value your product. 8. Stakeholder Mapping—Identify the key decision-makers in advance.Starting Price: $29/user/month -
22
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
23
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
24
Regale
3Sharp
Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.Starting Price: $960 per year -
25
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
26
Valuecase
Valuecase
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training. -
27
Zebrafi
Zebrafi
Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.Starting Price: $2500/month -
28
Luru
Luru
Put a check to sales chaos and boost win rates by implementing sales processes where reps work - chat, meeting, and email apps. Luru’s pipeline health reminders and 1-click updates from chat and meeting apps ensure sales reps can update the CRM without setting aside hours for it. Luru’s pipeline health alerts and reports help your teams stay updated, in realtime. With Luru's deal rooms, bridge the information and revenue gaps with collaboration among sales, marketing, product and other cross-functional teams. Turn any process you dream up from a sketch into a fully automated system that does the heavy lifting for you. Respond to alerts, update your CRM without breaking your flow, right there in your team’s chat app.Starting Price: $17 per user per month -
29
Orca
Orca by Cortez Labs
Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.Starting Price: $10,000 Annually -
30
AskElephant
AskElephant
AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.Starting Price: $99 -
31
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 -
32
Koncert
Koncert
Koncert is a B2B Sales Engagement platform with over 12 years focusing on B2B sales dialer technology innovation. Koncert’s power dialer platforms leverage AI to enable more conversations and pipeline. The sales activity of manually dialing each prospect is now super charged through automation to connect you with live prospects and scale up to 10 times your conversations with your prospects. Koncert sales dialers will enable more meetings, build pipelines and insights for coaching and training your sales team. Koncert provides four dialer options aligned to different sales workflows: Multi-line AI Parallel Dialer, Single-line AI Flow Dialer, Agent-Assisted Dialer, and a Click-to-Call Dialer seamlessly integrating into leading CRMs. Koncert dialers help sales teams skyrocket conversations for more pipeline while optimizing productivity. Koncert ‘s AI auto dialer and cadence platform are the B2B sales tools you need to power up more conversations and pipeline. -
33
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 -
34
VENMATE
VENMATE
Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience. -
35
Journey
Journey
Convert prospects into champions, equip and enable them. Share resources in a single link and make it easy to sell you internally. Reach prospects and share relevant files, links, and resources without worrying about deliverability. Get visibility into what prospects are doing and offer up timely, relevant support throughout the sales journey. Empower sellers to create new content, update existing resources, and monitor sales activity all in one place. No more searching the inbox. Make it easy for champions to share resources with key decision-makers. Create content for the entire revenue-generating process, from prospecting to closing to retention. Create content to enable your champions throughout the sales process. Combine PDFs, text, videos, and more, and share them with prospects in one easy-to-find location. Journey is a storytelling platform that helps sales teams turn endless email threads and attachments into one interactive workspace.Starting Price: $29 per month -
36
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
37
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. -
38
Userpilot
Userpilot
Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.Starting Price: $249 per month -
39
ShoDeck
ShoDeck
Give your prospects a personalized buying experience and track their engagement with advanced analytics whenever you send them content. With a little time investment, Salespeople can deliver a customized content portal for your buyers to engage with and share among their stakeholders. This dedicated content page is unique and private to that opportunity and a far better user experience than receiving bulky attachments that get lost in long email threads. Sho tells you who’s viewing what, and for how long. You choose what each individual sees next. We’ll even tell you when they’re looking, so you can live chat with them. Sho brings all stakeholders and content together in one shared space providing a faster, easier and more pleasing experience for your buyer. Say goodbye to links and attachments in long email threads.Starting Price: $20 per month -
40
ClearSlide
Bigtincan
Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.Starting Price: $35.00 per user per month -
41
Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
42
Paperflite
Paperflite
Paperflite is a marketing collateral and sales content management platform. With Paperflite marketing teams can curate, organize and distribute their content to sales teams, customer success teams and channel partners. Paperflite provides real-time engagement analytics on internal and external user interaction with your content so sales reps can prioritize leads and know when to follow up. Paperflite integrates with industry-leading CRMs and Marketing tools and available across devices.Starting Price: $30 per user per month -
43
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
44
Arrows
Arrows
Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.Starting Price: $99 per month -
45
Salesloft
Salesloft
Salesloft’s Revenue Orchestration Platform uses AI-powered tools to optimize and automate the sales process, allowing sales teams to prioritize and act on buyer signals in real time. With key capabilities like Cadence, Rhythm, Conversations, and Deals, Salesloft helps businesses build and nurture sales pipelines, manage opportunities, and close deals faster. The platform also provides robust analytics, sales forecasting, and actionable insights to ensure that sales teams always take the right steps at the right time. Salesloft integrates seamlessly with existing sales tech stacks, offering tools to streamline workflows and drive predictable revenue growth. -
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MetaCX
MetaCX
Business relationships are based on the expectation of value between suppliers, buyers, and other stakeholders. One-to-one relationships expand to ecosystems as the efforts from many businesses are required to innovate across a value chain. Businesses are constantly looking to create new value. Innovation requires working collaboratively with many other businesses and aligning these relationships on the outcomes each company is contributing to creating value. The challenge is that current enterprise software is focused on the internal workflows of a single company. These disconnected, siloed systems get in the way of creating the alignment needed across many stakeholders to create value. By collaborating in a persistent digital space, companies are able to maintain continuous alignment with other businesses in their ecosystem—customers, vendors, and other stakeholders—to manage the expected value from these relationships. -
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Bigtincan
Bigtincan
Bigtincan’s sales enablement platform helps organizations grow customer engagements into long-term valued relationships via four pillars of sales enablement: sales content management, sales training and coaching, document automation, and internal communications. Designed in collaboration with Apple, our device-agnostic platform offers users a beautiful, intuitive UI that can be fully personalized to your brand and the way your teams work. Our UI is mirrored across desktop and mobile, making Bigtincan one of the only true mobile sales enablement platforms in the industry. Integrated software solutions — including a modern learning management software (LMS), document automation, and a digital catalog application — can be purchased as add-ons to extend the functionality of the main Bigtincan Hub platform. Additionally, 100+ third-party integrations allows Bigtincan to work seamlessly with your company’s existing tech stack.Starting Price: $39.50 per user per month -
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Omedym
Omedym
Omedym is the only solution that transforms the traditional ‘analog’, late-in-the-sales-cycle demo into a digitized demo experience that’s more than just a single demo, integrated into the entire sales and buying cycle, equips pre-sales and sales to engage today’s buyers in the way they want to buy, digitally. Omedym shortens your sales cycle, reduces repetitive, low-value sales activities, and expands your sales opportunity. Omedym has pioneered the technology to make your video demos searchable. Simply upload all your video demo content to the Omedym platform. We process each video and automatically index every word in the video, making them 100% searchable. The Omedym platform then displays the videos in portals through your existing website and private portal invites. Buyers search by the topics they care about most and are taken to the exact spots in all the demos where their topics are presented.Starting Price: $29/user/month -
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EverAfter
EverAfter
You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product. -
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Aligned
Aligned
Aligned is a customer-facing collaboration platform that serves as both a digital sales room and a client portal, designed to enhance sales and customer success processes. It enables go-to-market teams to orchestrate complex deals, boost buyer engagement, and expedite client onboarding. It consolidates all decision-support materials into a single collaborative workspace, allowing account executives to better equip champions for internal advocacy, access more stakeholders, and maintain control through mutual action plans. Customer success managers can utilize Aligned to create personalized onboarding experiences, ensuring a smooth and efficient customer journey. Aligned offers features such as content sharing, chat, e-signature, and CRM integration, all within an intuitive interface that requires no login for clients. It is free to try, with no credit card required, and provides flexible pricing plans to accommodate different business needs.
