Alternatives to InsightSquared

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

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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    Jiminny

    Jiminny

    Jiminny

    Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business.
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    Freshsales

    Freshsales

    Freshworks

    Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.
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    Starting Price: $9 per user per month
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    Nue

    Nue

    Nue.io

    Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution.
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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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    Clari Copilot

    Clari Copilot

    Clari Copilot

    Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.
    Starting Price: $500 per user per year
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    Allego

    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.
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    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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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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    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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    Gong

    Gong

    Gong.io

    Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights.
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    Troops

    Troops

    Troops

    The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects.
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    HelloProfit

    HelloProfit

    HelloProfit

    Watch your sales stats, ranking, and profit LIVE thanks to HelloProfit’s top-notch technology. HelloProfit is community driven software. We rely heavily on the feedback of our users. Your voice matters! Get the high level information you need right at your fingertips. Then drill down to understand exactly what is impacting your profits. Drill down by Merchant, Marketplace and Date. Get the details you need at the level you need them. At a glance, get an high level view of your sku level data. See aggregate stats on exactly the products you want by grouping your products, for example one product line only, or FBM products only, etc. Hide data you don’t need, and feature areas you need to focus on for growth.
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    SalesDirector.ai

    SalesDirector.ai

    SalesDirector.ai

    SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.
    Starting Price: $29.00/month/user
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    Aviso

    Aviso

    Aviso

    Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast.
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    Outreach Commit
    Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment.
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    Spotlight.ai

    Spotlight.ai

    Spotlight.ai

    Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address.
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    Revenue Grid

    Revenue Grid

    Revenue Grid

    Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next.
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    Attention

    Attention

    Attention AI

    Attention is your real-time, fully integrated voice assistant for sales. With our state-of-the-art AI capabilities, Attention understands your conversations and fills up your CRM fields with one click. Attention delivers real-time actionable intelligence to your sales reps, while they're on the call, and when it matters. Attention will also understand conversations and draft the best follow-up email customized to what was said during your calls. Our customers experience +29% positive replies with Attention's generated follow-up emails. Know exactly what to say and improve the outcome of your conversations, every single time.
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    RevSure

    RevSure

    RevSure AI

    RevSure.AI’s Sales Pipeline Readiness Platform helps marketing and revenue teams accurately predict and generate pipeline with real-time AI-powered insights. Are you constantly worried about whether or not you will have enough pipeline going into next quarter? The RevSure platform can help you confidently predict and generate pipeline, pinpoint where your funnel has bottlenecks, and tell you exactly how to solve them. Get real-time lead and account recommendations on which roles, verticals, markets, and more have the greatest potential to convert to pipeline so you can proactively adjust your strategy. Gain visibility into conversion driving behaviors from lead to opportunity. Uncover funnel leakage and assess how they can be resolved to reduce losses. Easily track marketing campaigns, understand behaviors across channels and segments, and receive actionable insights on how to optimize to improve performance.
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    HubSpot Sales Hub
    Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.
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    Starting Price: $50 per user per month
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    Glyphic

    Glyphic

    Glyphic

    Glyphic is an AI-powered conversational intelligence and revenue orchestration platform that transforms how sales teams handle calls, deals, and insights. It automatically records and analyzes sales conversations, converts unstructured call data into structured summaries and actionable insights, and syncs them directly into your CRM, giving you real-time clarity into deals, next steps, and potential risks. Glyphic supports deal scoring using sales qualification frameworks (e.g., MEDDIC, BANT, SPICED), delivers AI-driven “prep sheets” before calls based on past interactions and playbooks, and helps with follow-up by generating personalized emails or content. Its AI-driven coaching feedback offers personalized guidance, helping reps improve their pitches and performance over time without manual review. By automating data entry, note-taking, and follow-up tasks, Glyphic lets sales reps focus on conversations and relationships rather than admin work.
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    MoData

    MoData

    MoData

    MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required.
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    BoostUp

    BoostUp

    BoostUp.ai

    Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management
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    Gryphon ONE

    Gryphon ONE

    Gryphon.ai

    You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.
    Starting Price: $50 per user per month
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    HubSpot Customer Platform
    Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.
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    Revenue.io

    Revenue.io

    Revenue.io

    Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter.
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    Kluster

    Kluster

    Kluster

    If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function.
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    SetSail

    SetSail

    SetSail

    Unlock your sales team's potential with the power of machine learning. First, SetSail automatically captures and enriches your customer and activity data so that your team doesn’t have to. We then build a unique machine learning model for your business, which calculates account/deal health using the CRM data and communication sentiment, leveraging the latest natural language processing (NLP) techniques. Our models prioritize objective signals, such as sentiment in customer conversations, over self-reported measures like deal stages. Powered by the machine learning engine, SetSail surfaces insights that allow reps, managers, and executives to view pipeline health in real-time. This powerful tool can break down data by rep, deal, account, and conversation topic to identify performance issues and deal blockers. Pinpoint and fix areas of weakness before they hit your bottom line.
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    Zebrafi

    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.
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    Vertify

    Vertify

    Vertify

    Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better. Create a faster time to revenue. Stop using 5+ different revenue applications to build reports. The fact of the matter is you’re not looking at the complete picture. You’re killing productivity and revenue. Vertify RevConnect is a no-code solution that can seamlessly connect any system and give you complete control over data standardization and data flow. Teams are aligned and collaborating to identify the best opportunities to drive faster time to revenue through smart marketing and targeted sales.
    Starting Price: $460 per month
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    revVana

    revVana

    revVana

    The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas.
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    Reveal

    Reveal

    Reveal

    Reveal is how Partnership, Marketing, and Sales teams multiply their win rate, up to 3x, by connecting their CRM into their ecosystem, to identify and convert strategic leads. It’s intuitive and as free as an epiphany. Joining forces makes us stronger, in business just as much as in everything else. That's why we help B2B companies accelerate their growth by coming together. By comparing CRM data from both sides, Reveal identifies common, high-potential accounts and new qualified leads. Creating more value together is the new norm, and we call it Collaborative Growth. And we think it should be free forever. So that’s what it costs. Make new long and short-term connections with key companies in your ecosystem, or ask us to suggest connections that could be beneficial. We have an algorithm that would love to help. Compare your CRM to CRMs throughout your ecosystem instantly.
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    BigLittle RevenUp

    BigLittle RevenUp

    BigLittle.ai

    BigLittle RevenUp is the ultimate revenue leak mitigation solution. There isn’t another product that is quite like it. Our objective is to provide RevOps leaders with the tools, techniques and insights to help them transform functionally siloed marketing, sales and customer success ops teams into a fully-integrated revenue operations organization. We help them do their job better so they can consistently meet and exceed revenue goals and deliver sustainable competitive advantage to the business.
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    SalesKen

    SalesKen

    SalesKen

    Salesken helps companies realize the benefits of the “Science of Sales”. See which leads are likely to convert based on actual customer conversations. Real-time cues contextual cues for your sales team to close every deal. Ensure that every salesperson follows your winning playbook. Insights into what your team is doing well and where they could improve. Leverage real-time cues during your conversations. Utilize analytics and diagnostics to improve every day. Get an X-Ray of your pipeline based on actual customer conversations. Real time talking points for reps in conversations and advanced analytics post-call. Affordable price plans, pay as you go and integrates with all your favorite tools.
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    Fullcast Perform
    Fullcast Perform automates lead, account, and opportunity routing to eliminate manual errors and delays. The platform ensures the right leads reach the right reps instantly, aligning assignments with your GTM and territory plans. With flexible, no-code rules, you can route based on territory, skills, availability, or round-robin fairness. Real-time dashboards track SLA compliance, speed, and bottlenecks to improve efficiency. Push notifications alert reps immediately on new assignments, while auto-qualification prioritizes leads for higher conversion. By streamlining routing, Fullcast Perform drives more pipeline and keeps revenue teams focused on selling.
    Starting Price: $30 per user per month
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    Cendyn Revintel
    Driven by Power BI, Revintel provides total revenue analysis that transforms your disparate datasets into actionable business intelligence. Spend more time on analysis and strategy rather than acquiring data. With 55 standard out-of-the-box reports and Revintel’s BI solution, Compose, seamlessly create your own custom brand-matched interactive visualizations in a variety of formats. The easy-to-use interface promotes cross-team collaboration. Marketing can view real-time campaign performance; sales can monitor negotiated accounts by tracking performance at the rate code level; and, of course, revenue managers can view the full picture of ancillary and room revenue at the agency, corporate and portfolio level. The easy drag & drop functionality for reports makes it simple for anyone on your team to build and analyze custom dashboards and reports in just minutes – no complex spreadsheets or programming required.
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    Dialpad Sell
    Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.
    Starting Price: $95 per user per month
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    Unify

    Unify

    Unify

    Drive pipeline with 10+ intent data sources, AI, and automation. Scale prospecting, personalization, and engagement in one unified workflow. An all-in-one solution for warm outbound. Unify is an all-in-one platform designed to enhance the efficiency and creativity of revenue teams by automating go-to-market strategies. It integrates over ten intent data sources, artificial intelligence, and automation to streamline prospecting, personalization, and engagement workflows. Key features include "Plays," which are automated workflows for executing repeatable strategies; "Signals," which identify real-time buying intent; and "Sequences," enabling personalized multi-channel outreach. Unify's AI capabilities assist in researching leads and crafting personalized messaging at scale, while its managed deliverability ensures effective communication. Trusted by high-growth companies like Justworks, Lattice, and OpenPhone, Unify aims to empower sales, marketing, and growth teams.
    Starting Price: $700/month
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    Myko

    Myko

    Myko

    Set your team up with the data they need to succeed and build a data driven culture from the top down. Real-time data about team performance, deal inspection, and goal tracking. Increase the velocity of your sales teams by defining all your metrics only one time to standardize terminology. With data at your finger tips, you don't have to wait for anyone to get back to you. With conversational AI everyone can conduct deep analysis simply by asking questions. Seamlessly share and save conversations and reports for others on your team. Dig deeper into the analysis to understand where the data came from, and how the insights were discovered.
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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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    Cube RM

    Cube RM

    Cube RM

    Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process. We do that by offering an AI-based Tender Management system, specialized for the Life Sciences. We leverage state of the art technologies like Natural Language Processing to help discover more tender opportunities and Market Intelligence and Machine Learning to help manage and evaluate tender proposals and identify optimum pricing. Our team of experts can help you reinvent your tendering business by transforming it into a strategic, and plannable process, resulting in improved revenue performance, better pricing decisions, and optimal profitability.
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    Rafiki

    Rafiki

    Rafiki AI

    Understand how customers are really engaging with your reps in sales conversations. Then turn them into Revenue. Captures and understands who said about what in your customer calls, and delivers insights that help increase predictable revenue. Let’s face it. Customers have many things on their mind. Know what topic matters to them so you can better guide your conversations. Captures calls, transcribes with state of the art AI transcription, figures out who asked what, when, about what, and organizes it with deals, accounts, prospects. Understands interactions by prospect/rep, tags and summarizes by topic, captures KPIs and contrasts topic patterns that move deal through stages. Connect critical KPIs such as deal risks and other topic patterns by stage, rep to revenues. Use insights to build successful sales teams and predictable revenue. Top closers engage in subtle ways that make them who they are.
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    Salesforce CRM Analytics
    CRM Analytics, powered by Salesforce, is an advanced platform that combines AI-driven insights with Salesforce data to help businesses make faster, more informed decisions. It offers real-time predictions and recommendations, enabling businesses to uncover actionable insights specific to their industry and role. With out-of-the-box dashboards and over 50 data connectors, CRM Analytics allows users to integrate external data and create a holistic view of their customers. This helps to identify opportunities for cross-selling and upselling, automate tasks, and optimize business processes directly within the Salesforce workflow.
    Starting Price: $50 per user per month
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    Chorus by 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.
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    PhoneTrack

    PhoneTrack

    PhoneTrack

    A voice data measurement, analysis and qualification platform made for marketing, sales or management teams . Artificial intelligence to analyze calls, classify the most productive ones, create automations and speed up the sales process. Calculate the ROI of campaigns including calls. Measure the origin and quantity of leads that call and maximize the results of your campaigns and ads. Metrics about each salesperson on the phone and terms that convert calls into sales. In addition to data for team training and insights into the consumer journey. Track multiple points of sale (or call centers) and performance metrics related to marketing. All in one centralized panel. We have what you need to improve your operation!
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    Modjo

    Modjo

    Modjo

    Transform your sales team into a high-performing revenue engine. Modjo is a conversational analysis tool dedicated to coaching and supporting sales teams. Increase your conversion rate by accurately identifying your sales pitches and build a powerful script. Onboard & coach your teams in a simple and efficient way. Analyze and pilot your decisions on key outcomes using data from your conversations. Use conversational analysis to train your teams and improve your sales performance. Precisely identify your sales pitches and build a powerful sales pitch. Base your ramp-up process on your teams' best practices. Reveal and exploit the full potential of data from conversations. The essential tool to make the different business lines of your company collaborate. Make quick progress thanks to the sharing of best practices. Efficiently manage the feedback of information from your conversations. Improve communication and follow-up with your customers.
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    ExecVision

    ExecVision

    Vorsight

    Our Ultimate Sales Coaching Success Kit will show you the foundation of a great coaching program, how your call recordings rank against best-in-class organizations, how your coaching efforts rank, and the steps to building a coaching culture in your organization. At its core, conversation intelligence is one’s ability to identify and react to signals in verbal conversations. In business conversations, it means identifying key behaviors that impact outcomes and replicating them across future conversations to improve performance, or leveraging data from customer interactions to make more informed decisions and develop a better customer experience. Conversation intelligence technology ingests, analyzes, and transcribes voice and web conference interactions. The software leverages AI, machine learning, and deep learning to surface valuable, actionable insights so businesses and their teams can reach their full potential.
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    Zendesk Sell
    Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.
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    Starting Price: $19 per user per month
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    Call Optix

    Call Optix

    Call Optix

    Call Optix is an AI-powered sales intelligence & voice analytics platform that transforms customer conversations into revenue insights. It automatically transcribes & analyzes every call with sentiment analysis, and dynamic tagging to reveal trends and surface upsell opportunities. The AI extracts custom fields specific to your business—check-in dates, policy numbers, vehicle preference etc. Agent performance scorecards measure call quality and efficiency, giving managers clear visibility into strengths & development areas for targeted coaching. The Business Intelligence Dashboard serves as your real-time command center for calls, talk time, and revenue metrics, while the visual Sales Board & Pipeline Funnel track deals through customizable stages with win/loss rates & conversion data. From lead capture to deal management with full activity history, Call Optix unifies conversation intelligence and CRM in 1 platform, with AI agents that handle bookings, qualify leads, and follow-ups.
    Starting Price: $0.06/minute