Alternatives to ARPEDIO

Compare ARPEDIO alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ARPEDIO in 2026. Compare features, ratings, user reviews, pricing, and more from ARPEDIO competitors and alternatives in order to make an informed decision for your business.

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    Encompassing Visions

    Encompassing Visions

    JPS Management Consulting

    Encompassing Visions (ENCV), industry-leading job evaluation and pay equity software, is the best choice for organizations requiring transparent, comprehensive, and objective Job Evaluation software designed to help them ensure equal pay for work of equal value. ENCV's distinct advantage over every other job evaluation methodology is its ability to efficiently collect high-quality Job Data for every job in an organization. ENCV uses a multiple choice questionnaire to measure 29 job factors and behavioral competencies reflecting organizational culture and competitive advantage. Completed in less than 1 hour, the software can then automatically 1) verify response logic in more than 15 different ways; 2) generate a Job Description that highlights job-specific technical skills, behavioral competencies and evaluation rationale ; and, 3) produce job evaluation results that are both Pay Equity compliant and reflective of each role's unique and relative contribution to organizational succ
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    Bridge

    Bridge

    Bridge

    Bridge is a unified Learning & Employee Development platform that combines LMS, career pathing, skills, and performance management in one easy solution. Deliver engaging training with personalized journeys, two authoring tools, advanced media, analytics, and 150+ included, skills-tagged courses. Bridge goes beyond learning with career pathing, skill management, and AI-powered overviews that spot gaps and build personalized development plans. Tools like manager 1:1s and performance conversations connect growth to everyday work. Trusted by 1,000+ organizations, Bridge helps companies streamline systems, save time, and develop their people.
    Starting Price: $15,000/year
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    intelliHR

    intelliHR

    intelliHR

    intelliHR is an Australian HR technology business that has developed a next-generation cloud-based people management and data analytics platform. Our strategic HR SaaS product helps our customers: 1. Create a culture based on employee engagement 2. Enable performance through empowering employees 3. Give leaders real-time insights and visibility over their people Our aim is to become an essential core platform for every business to manage their talent providing the necessary tools to align, manage and enable a ‘people and culture strategy’ within a company’s broader business strategy. We add value through the automation of traditionally manual HR processes, like onboarding and record management, whilst capturing critical people and performance data not typically available or visible to business today, providing deep insight into issues, trends and opportunities that HR managers can act on and use to inform strategy and decision making.
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    Starting Price: $3.60 / employee / month
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    DemandFarm

    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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    UpLead

    UpLead

    UpLead

    UpLead is a B2B prospecting platform that provides the highest quality B2B contact & company data. Features include real-time email verification, worldwide contacts in over 200 countries, 50+ search criteria, technology tracking, account-based marketing, competitor intelligence, email pattern intelligence, social profile links, Salesforce & 12 other CRM integrations, robust API and more.
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    Starting Price: $99 per month
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    People.ai

    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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    Clari

    Clari

    Clari

    A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business.
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    Demandbase

    Demandbase

    Demandbase

    Take a closer look at AI-powered ad campaigns with Demandbase. With Demandbase, you finally have an Account-Based Marketing platform built specifically for B2B—one that enables you to execute Account-Based Marketing seamlessly across your entire funnel. Create a target account list of companies interested in what you sell with signals way beyond traditional firmographic data: product usage, business fit, culture, budget, interests, investments and business relationships. Pinpoint internal stakeholders within target accounts across the Web. Drive interest with personalized messages and advertising speaking to their specific pain points and needs. Deliver a truly personalized experience for each visitor on your website—including headlines and site content, visuals, call to actions and downloadable assets. Help sales close deals with insights that personalize outreach and maximize the quality of conversations with customers.
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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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    Starting Price: $39/month for 5 users
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    Prolifiq

    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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    ClosePlan

    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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    Strategy Mapper

    Strategy Mapper

    Point N Time

    Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT).
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    Plan2Win

    Plan2Win

    Plan2Win Software

    With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.
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    ForecastEra

    ForecastEra

    ForecastEra

    Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers. Drive collaboration across sales, finance, and operations. Automate revenue forecasting. Spend time making decisions, not hunting for information. Real-time scenario planning and what-if analysis.
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    Holden Adaptive Platform

    Holden Adaptive Platform

    Holden International

    The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen. The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and competition. Get the experience of applying our game-changing habits through online live deal simulations from your desktop or tablet. The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller.
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    Kapta

    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 Altify

    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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    Next Quarter

    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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    Forecastable

    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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    Promomash

    Promomash

    Promomash

    Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.
    Starting Price: $349 per month
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    Revegy

    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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    100 Handshakes

    100 Handshakes

    100 Handshakes

    100 Handshakes is a relationship-mapping and account planning platform designed to help enterprise sales teams understand and navigate complex organizations when pursuing strategic deals. It focuses on visualizing the “human terrain” inside target accounts by transforming contact data into dynamic organizational maps that reveal reporting structures, influence relationships, and decision-making paths within companies. These visual maps allow sales teams to identify key stakeholders such as economic buyers, technical evaluators, influencers, and potential blockers, giving them a clearer view of how purchasing decisions are made inside large organizations. It helps users strategize their approach by highlighting relationships between individuals, enabling teams to build coalitions of supporters and find internal champions who can help move a deal forward.
    Starting Price: $25 per month
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    Decisions on Demand

    Decisions on Demand

    Decisions on Demand

    Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.
    Starting Price: $20 per user per month
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    Demand Metric

    Demand Metric

    Demand Metric

    Our system was designed to engrain strategic processes into day-to-day operations and ensure your Playbooks don’t sit on a shelf (or on SharePoint) collecting dust. Demand Metric spent 15 years researching best practices for Product Management, Marketing, and Sales and built the world's most comprehensive library of 1,000+ Playbooks & Toolkits, Templates, Training Courses, Reports & How-To Guides to support our 200,000+ members and 8,000+ customers globally. More than a project management tool, a GrowthOS gives you a "Command Center" to run your department and provides full visibility across all your strategic projects and initiatives.
    Starting Price: $500 per month
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    Lead to Account Matcher

    Lead to Account Matcher

    Eustace Consulting

    The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription is required. If you have leads coming into your Salesforce org for companies that already exist as accounts, using our fuzzy logic matching, we can match to an account, even when the name is not entered exactly the same. When converting a lead to an account, our matcher also looks for matching leads that exist for the company and allows you to bring over all or none of them, with a click. Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All are done through user configuration, no code is required.
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    Foundry ABM
    Convert your top accounts through intent-driven ABM orchestration, resulting in a bigger, better pipeline. Account-based ads rarely generate leads, leaving sales to prospect more and marketing to pin value on reach and engagement. Surround buyers across display ads, email, LinkedIn, website, landing pages, chat, and more. Flexible, intent-driven ABM programs avoid significant expenses and lengthy contracts. Track account progression throughout your pipeline and attribute revenue to ABM efforts. Leverage intent data with ease and confidently engage prospects based on where they are in their buying journey. Create and manage campaigns to trigger account-based marketing across channels. Reach buying groups across channels with precision targeting and multi-channel account-based advertising. Tailor your buyer’s experience and create seamless messaging with Foundry account-based website personalization.
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    PwC Instilling Quality
    Instilling Quality is a unique quality assurance tool that objectively selects and scores the accuracy and completeness of follow-up activities on accounts, by user. The tool is a component of Resolution Queue™, a PwC proprietary, customizable workflow software for healthcare accounts receivable (A/R), but can be licensed separately and used as a standalone tool, depending on your needs. Instilling Quality software randomly selects work completed by collection specialists and assigns a numeric score based on the thoroughness and completeness of each account. Users can identify the exact criteria so they may score accounts accordingly. Sample work reviewed for quality is based on a user score’s 90-day rolling average. The higher the team member’s score, the fewer accounts reviewed; the lower the scores, the more accounts will be queued for review to help improve reviews.
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    Membrain

    Membrain

    Membrain

    Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.
    Starting Price: $65.00/year/user
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    Maestro ABM

    Maestro ABM

    Maestro ABM

    Count on Maestro to simplify your complex sales through Account-Based Marketing (ABM). ABM is a methodology for complex B2B sales that involves personalized campaigns for companies that are within the ideal customer profile. With ABM you do not waste time and money with those who are not likely to close with your company. The ABM Maestro is software for the execution of account-based marketing projects that allows the conduct of the strategy in an aligned way between the teams, orchestrating all points of contact and measuring the campaigns in real time. Count on multiple templates to create, optimize, and scale your ABM projects. Track the performance of your ABM campaigns in real-time and adjust as needed. Integrate with other tools you already use to optimize your campaigns. We work closely with our clients to develop customized strategies. In addition to strategic guidance, we offer all the support you need to ensure that customers get the most out of our software.
    Starting Price: $354.22 per year
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    FusionGrove

    FusionGrove

    FusionGrove

    The fusion of Account-Based Marketing (ABM) and Account-Based Sales (ABS) drives incremental revenue growth and pipeline velocity. Segment and prioritize high-value accounts using augmented insights. Build structured plays with custom content and guided selling to engage customers. Demonstrate value and measure impact with detailed metrics and reporting dashboards. Orchestrate account-based plays at scale. Engage customers through guided sales motions. FusionGrove enables B2B sales teams, marketing teams, and channel partners to collaboratively transform revenue success. Progress leads and close deals faster. Effectively engage accounts with guided sales motions and optimized content. Directly assign leads to sales reps or channel partners. Improve campaign performance and lead conversion with augmented account insights and precision targeting. Build structured plays that synchronize account-based interactions.
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    Recotap

    Recotap

    Recotap

    Get more relevant clicks from your B2B ads. Create awareness and influence purchase decisions for faster conversions with Account-based Advertising. Direct your online advertising effort just to a set of target Account prospects. Maximise ROI of your marketing budgets by reaching only to those who matter. Recotap makes it happen. Recotap's Account-based Advertising solution offers a truly omnichannel and precision targeting possibilities to reach contacts in whichever channel they can be found. Help your revenue teams take timely actions and close deals faster with Recotap's actionable Account intelligence. Track engagements and promote prospects quantitatively. The most complete account-based advertising solution. Reach, engage and convert your target accounts with confidence.
    Starting Price: $599 per year
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    MRP Prelytix®
    For over 20 years, we’ve focused on the needs and challenges of enterprise sales and marketing teams. MRP Prelytix® is purpose-built to simplify the complexity of your operating environment, enabling account-based programs that are coordinated with existing marketing programs across all your global marketing initiatives: Enterprise Administration – Support and coordinate account-based programs across multiple partners, business units, industries, and geographies. Integrated Data Intelligence – Advanced data management capable of integrating, maintaining, and operationalizing account structured data from CRM and Marketing Automation, as well as external data sources. Actionable Target Account Insights – Personalization insights based upon intent topics and predictive analytics, actioned in real-time through recommended actions. Omnichannel Orchestration – Automated account interactions delivered across all relevant channels, using delivery infrastructure from your tech stack
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    Align

    Align

    Align

    AlignICP is an AI-powered platform designed to enhance Account-Based Marketing (ABM) by identifying, prioritizing, and activating optimal target accounts. Its AI segmentation engine employs advanced multidimensional machine learning analysis to extract actionable insights from customer data, enabling businesses to prioritize customers based on key performance indicators such as lifetime value and growth. The platform offers side-by-side comparative ABM segment performance analysis and provides transparency by revealing shared attributes of top-performing customer segments. AlignICP also facilitates target account selection and CRM enrichment through look-alike models that identify new prospects, centralizing target account lists and reducing CRM data noise. This alignment empowers sales teams with a unified and debatable-free target account list, bolstering confidence in ABM campaigns. Additionally, AlignICP delivers comprehensive ABM performance reporting.
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    Seam AI

    Seam AI

    Seam AI

    Seam AI is an AI-native account-based marketing and revenue generation platform that uses artificial intelligence to automatically capture, enrich, prioritize, and act on buyer intent signals so go-to-market teams can generate a pipeline with minimal manual effort. It monitors company- and person-level intent signals from first- and third-party sources to reveal who is actively researching products or topics, what topics they care about, and when they are in market, then scores accounts for fit, intent, and reach to help teams focus on the highest-value opportunities. Seam’s suite of AI agents conducts deep research on target accounts to validate ideal customer profile fit, enrich contact data with firmographics and persona information, and automate outreach plays across email, ads, and SDR workflows; it also supports automated prospecting, including real-time contact discovery with access to millions of verified profiles.
    Starting Price: $2,000 per month
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    Engagio

    Engagio

    Engagio

    Deploying a few account-based marketing (ABM) tactics is not the same as building a solid foundation for growth. Engagio helps B2B companies deliver account-based engagement for sales and marketing with the data, sales insights, multi-channel orchestration and full-journey analytics required for sustainable success. Build an ABM foundation with data from across your tech stack. Unify data from across your tech stack to deliver a complete view of accounts and people using our B2B customer data platform (CDP). Show your revenue team exactly where to focus for maximum engagement, pipeline and retention with easy-to-use insights on target accounts and people.
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    Planhat

    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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    STAMP

    STAMP

    Stonegate Advisors

    Assess customer, channel and employee sentiment, significantly improve your ability to retain accounts, increase recurring revenue, and maximize customer lifetime value. View real-time external facing dashboards on every client account visualizing how well you are delivering on the needs of each client. View account manager dashboards, enabling you to see how well each account manager is performing across their book of business. Not only does STAMP provide the Net Promoter Score (NPS), but also uses our proprietary algorithm to calculate your STAMP Score to quickly show what clients are loyal or at risk of loss. Provides high-level summary of account performance on key indicators such as Net Promoter and Ease of Doing Business. An overall “customer sentiment” score is also provided, based on STAMP’s proprietary algorithm.
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    AdDaptive Intelligence

    AdDaptive Intelligence

    AdDaptive Intelligence

    AdDaptive Intelligence is the leading provider of Account-Based Marketing and B2B intelligence. Our technology platform empowers B2B marketers to accurately reach the accounts and decision makers that matter most and drive positive business outcomes. By analyzing billions of data points, AdDaptive accurately connects valid offline business data to the online world to provide marketers with world-class solutions for B2B advertising and Account-Based Marketing. Reach the right accounts with AdDaptive’s Industry Leading B2B Advertising and Analytics Platform. AdDaptive has connected valid offline business data to the online world to ensure every impression is served to your intended audience – at scale. Eliminate wasted spend and achieve your B2B advertising goals by only targeting accounts and decision makers that matter most, verified with transparent account-based and firmographic reporting.
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    Workpath

    Workpath

    Workpath

    Workpath is the leading enterprise software provider enabling organizations to execute their strategies fast, flexible and effective in an increasingly dynamic and complex world. With simple and intuitive workflow tools Workpath engages all employees in the strategy and execution process. Its comprehensive analytics suite empowers executives to make better decisions on when to adapt focus, budgets or structures as early as possible. Make OKRs work in your company with Workpath’s comprehensive OKR guide. Checklists, examples, FAQs – everything you need to know in one overview. Workpath offers the most extensive Analytics Suite to monitor your strategic planning and execution processes - around OKRs and beyond. Flexible reporting modules with in-depth reports enable custom insights and continuous course-corrections.
    Starting Price: $8.00/month/user
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    Adobe Real-Time CDP
    Adobe Real-Time Customer Data Platform enables marketers to collect, normalize, and govern B2B and B2C data and unify it into real-time profiles that can be activated across any channel. Engage consumers and business accounts with consistent experiences using unified, real-time person and account-based profiles made up of consumer data, professional data, or both. All of it protected by the industry’s most functional data management and privacy tools.
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    Sales Sparrow

    Sales Sparrow

    True Sparrow

    You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.
    Starting Price: Free
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    OKRify

    OKRify

    OKRify

    OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.
    Starting Price: $10 per month
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    AccountBase

    AccountBase

    AccountBase

    AccountBase is a GroupM B2B product, offering an IP based technology platform and specializing in managing programmatic B2B programs & solutions. Engage key decision makers at target accounts in the right context at the right time. Connect to your customers through media and technology via Programmatic B2B. AccountBase is part of GroupM, the worlds largest media buying and technology group. 100% media agnostic, we do not own media. This way you connect on premium media sites that matter the most to you – not to us. Scale reach in the right context, use page-level keyword targeting, specialist industry media & AI for digital behavioral triggers. Monitor and adjust campaigns understanding which accounts show intent, what content is relevant and where will your Sales shine. Engage multiple stakeholders, manage non-linear sales cycles, connect beyond privacy, CRM and email restrictions and align marketing and sales. Focus on the best yielding accounts.
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    REVREX

    REVREX

    REVREX

    REVREX is a cloud-based accounting and financial analytics SaaS platform designed to replace manual, legacy accounting tools with automated, audit-ready workflows and real-time insights that bridge the gap between accountants and their clients. It automates revenue reconciliation, expense classification, and general ledger workflows with precision while pulling in bank and third-party financial data so businesses can see accurate, defensible results and reduce manual bookkeeping bottlenecks. It includes automated financial statement generation for balance sheets, income statements, and cash-flow reports, and its AI-assisted functions reduce coding errors, speed up close processes, and help accountants focus on advisory work rather than data entry. REVREX also provides a unique real-time financial “Scoreboard” (the REVREX Score) that reveals true business worth and EBITDA insights for strategic planning, exit-value positioning, and audit readiness.
    Starting Price: $179 per month
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    Metazoa Snapshot
    Change & Release Management Tool for Salesforce Admins. Snapshot provides highly visual tools to deploy metadata assets from a sandbox or Salesforce DX project to a production account. Over 40 comprehensive reports document every aspect of your Salesforce account: unused assets, complex relationships, disaster recovery, data security, and corporate compliance. With Snapshot you can forget about code. This powerful platform helps Salesforce professionals conquer complex Orgs with easy-to-use, drag and drop tools. It has never been easier to visualize and reduce complexity, improve security and compliance, and lower the total cost of org ownership. Metazoa Snapshot is the industry’s most comprehensive toolset for Org Management, Technical Debt Removal, and so much more!
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    Orgvue

    Orgvue

    Orgvue

    Orgvue has the power to bring people and business data to life through a richer, more visual organizational design and workforce planning experience. For every design and planning challenge, we have a solution. Orgvue puts an organizational structure in place to ensure you have the right people, in the right place, at the right time. Helping you bridge the gap between workforce demand and supply. Organizational design with Orgvue is an ongoing and cyclical process of continual improvement, with access to best-in-class methodology on a single platform. Through a combination of SaaS and advisory services, Orgvue helps you establish the target demand and manage gaps between workforce supply and demand. In a constantly changing world, Orgvue has the design and planning capability to shift your organization's structure, size, and talent in response to change. Deliver promised value with Orgvue as your workforce planning platform.
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    Midbound

    Midbound

    Midbound

    Midbound shows you exactly who’s visiting your website by analyzing individual names, roles, and firmographics alongside company data and LinkedIn profiles to identify high-fit prospects in real time. From the moment a visitor lands, AI Audiences automatically tags individuals matching your ideal customer profile, routes them into your CRM or engagement platforms, and triggers account-based workflows. It also uncovers anonymous account visits, capturing visit frequency, behavior patterns, and buying signals even without form fills, and ties them back to UTM campaigns to optimize ad spend and justify ROI. Behavior analytics reveal which content drives return visits, conversions, and drop-offs across buyer personas and sessions. With seamless integrations into CRMs, sales engagement tools, G Suite, Slack, HubSpot, and custom webhooks, Midbound enriches, prioritizes, and delivers actionable insights.
    Starting Price: $99 per month
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    ShiftUp

    ShiftUp

    ShiftUp

    ShiftUp is an AI-powered sales intelligence platform built natively into Salesforce that helps enterprises uncover and act on hidden revenue opportunities across their entire account base. It continuously analyzes large account portfolios, often including hundreds of accounts per rep, and detects dormant or underused accounts that hold potential deals. ShiftUp delivers prioritized, actionable insights directly inside Salesforce, surfacing high-value opportunities. It identifies early signals such as technology-stack changes, new executive hires, M&A activity, regulatory shifts, or budget expansions, offering “premium revenue signals” that often indicate a high likelihood of future purchases. For each account, it can generate stakeholder maps (economic buyers, technical evaluators, decision influencers), budget indicators, and competitor-landscape insights, effectively giving sellers a complete view of who to approach and when.
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    OrgaNice

    OrgaNice

    OrgaNice

    Employee management Slack bot that keeps your teams always organized, connected, and engaged. OrgaNice makes features typically provided by enterprise HR platforms very affordable and brings them right to your Slack workspace! Org Chart Builder - Company’s org structure creation and management; - Full overview of employees’ roles and responsibilities; - Auto update of profiles; - Employee referral programs; - Onboarding for newcomers. Birthday and Anniversary Celebration Bot - Birthday and work anniversary celebration automation; - Reminders for upcoming events and milestones; - Preloaded celebratory message templates; - Message customization Time Off and Vacation Tracker - Absence management: time offs, vacations, sick leaves, etc. - Notifications about all requests and approvals; - Complete time off calendar.
    Starting Price: $1.25/month/user
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    Wondershare OrgCharting

    Wondershare OrgCharting

    Wondershare Technology

    OrgCharting helps create professional-looking and data-interactive organizational charts. Easily facilitates strategic planning and workforce management. OrgCharting is trusted by most Fortune 500 companies and some of the world's most recognizable brands. With OrgCharting's powerful features, you can't imagine how easy it is to create an organization chart. Templates let you go fast. Get inspired and start your design quickly by choosing from our ready-made professional-looking templates. You can create an organizational chart automatically either by clicking buttons, or by importing an excel data file, no drawings are required. With a simple click, you can turn data to chart or turn chart to data. You can also resynchronize your org chart with updated data source. OrgCharting is an ideal tool for workforce planning and prioritizing.
    Starting Price: $145 per year