Alternatives to Kaizan
Compare Kaizan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kaizan in 2026. Compare features, ratings, user reviews, pricing, and more from Kaizan competitors and alternatives in order to make an informed decision for your business.
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1
HubSpot CRM
HubSpot
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.Starting Price: Free -
2
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. -
3
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 -
4
CallShaper
CallShaper
CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.Starting Price: $75 per month -
5
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. -
6
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. -
7
Umanest
Umanest
Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.Starting Price: $0.49 per property per month -
8
Marsview Notes
Marsview
Real-time Intelligence on your important conversations. Extend your communications workflow with easy-to-use APIs. Marsview is an all-in-one platform for real-time conversation intelligence. With Marsview Notes, you can record, transcribe and automatically generate insights from video, voice and text based communications at scale. Learn how developers use Marsview APIs for Conferencing, Customer Care, Remote Learning, Sales Enablement, Gaming and Telehealth to deliver the best end user experience. Record voice calls and video meetings from phone or web app or integrate with Zoom. Get clean, punctuated transcripts with assigned speakers sent to your inbox within minutes. Edit or Download transcript and notes to collaborate and share with others. Marsview is an AI-powered meeting assistant that helps you automatically schedule, record, transcribe and share voice and video conversations. The application provides an intelligent MeetingspaceTM for users to manage all client relationships.Starting Price: $9.99 per month -
9
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. -
10
Pitch Patterns
Pitch Patterns
They listen to their sales calls and other top performers' calls. Pitch Patterns allow to do this faster with AI automatisation to see more into every call and learn faster. Nobody has unlimited time to listen to every call. Now Pitch Patterns use AI to automatically find more in every call. See the emotional and logical patterns that led to higher trust and engagement from the client and create better sales pitches by finding what your agents said that works best. Detect when you and your client are positive about their words to know what creates a better connection. Artificial intelligence emotion tracking detects mirroring of emotions, which leads to growth in trust. Pitch Patterns can detect long speech monologues so next time you can pitch shorter and better. Scale your coaching by listening to the most important parts of conversations. -
11
CallSource
CallSource
CallSource - Own Every Lead. CallSource is the premier technology-enabled business performance system that optimizes our clients’ revenue, profit, and brand reputation. CallSource pioneered the call tracking industry and has become the leader in actionable analytics. We deliver insights to solve, strategize, and implement solutions for our clients engaging with their sales performance data. Since 1991, CallSource has recorded and analyzed over one billion phone calls, providing cost-per-lead analysis, sales conversion percentages, sales recapture solutions, and training and coaching solutions to thousands of businesses in the United States, Canada and Australia. As a business, CallSource believes in enhancing the performance and accomplishments of our clients and our people. -
12
VirtualText
VirtualText
VirtualText is a unified communication platform designed specifically for modern, client-centric small insurance agencies. It centralizes all client text messages (SMS/MMS) and website chats into a single, continuous, chronological thread, accessible to your entire team. By replacing fragmented communication on individual agent phones and disparate chat widgets, VirtualText empowers your agency to deliver immediate, personalized, and professional client service. This streamlines operations, enhances client satisfaction, boosts lead conversion, and ultimately drives growth through superior digital engagement and retention. -
13
SmartKarrot
SmartKarrot Inc
SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams. -
14
RingSense
RingCentral
A new type of conversation intelligence platform is in town. Instantly optimize your revenue org and extract revenue-accelerating insights from customer conversations. Empower your sales teams to crush quotas quarter over quarter by unlocking conversation intelligence from customer interactions across calls, emails, and video meetings - deeply integrated with your CRM. Conversation intelligence from the trusted leaders in cloud voice. Accelerate your pipeline, automate your operations, and evolve your sales teams. Automate mundane tasks so reps can focus on winning. Operate at peak performance by eliminating tedious tasks and workflows. Inform the right people at the right time. Artificial intelligence (AI) highlights critical moments of the buyer journey so you never miss an opportunity to identify and fix pain points. -
15
Zoom Revenue Accelerator
Zoom Communications
Zoom Revenue Accelerator is a conversation intelligence tool, for users of Zoom Meetings. Zoom Revenue Accelerator also provides seller guidance and highlights, such as talk-listen ratio, filler word usage, call review to locate the parts of the conversation and topics that the prospect found most engaging, and next step reminders. As an intelligence tool, Zoom Revenue Accelerator aims to provide: - Actionable feedback - Reduces anecdotal feedback and identifies areas for improvement using post-meeting analysis that includes transcription highlights as well as sentiment and engagement scores. - Accurate forecasting - Digestible, aggregated insights integrated into a CRM to provide context on the sales funnel, highlight deals that need attention, and identifies pipeline trends. - An understanding deals - Displays sales deals by stage, size, teams, opportunity name, and use analytics for the number of interactions, competition, and customer sentiments. -
16
Semarize
Semarize
Semarize is the Conversational Intelligence API that turns calls, emails, and chats into structured, actionable data. Built for revenue teams, BI and GTM engieneers, it extracts sentiment, objections, action items, summaries, and custom entities from any conversation transcript. Integrates via REST API with real-time and batch processing, delivering consistent JSON output ready for CRMs, analytics dashboards, and automation workflows. -
17
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. -
18
SnapCall
seampl
Use video chat to connect with online leads and increase sales performance — whether it’s Online Shopping, B2B Sales, or Consulting Business. Reproduce the world-famous Live Video Shopping experience, and provide immersive Product Demo. Initiate Online Consultations without leaving the chat conversation. You no longer need to use a third-party video service provider, the video communication takes place directly without leaving the chat. Regardless of your screen sharing needs (presentation display, technical support), the entire experience happens in a single click and inside chat with the client. All agents can instantly playback their call records immediately after the call is ended. Find all your recordings in our embedded dashboard, even weeks after the call ends. Initiate a live video call within the chat with your client. Enhance collaboration by enabling screen sharing.Starting Price: $29 per month -
19
Churnfree
Churnfree
What is Churnfree? Churnfree is the solution for reducing churn and retaining customers. It helps you create customer retention flows and win back your customers. With Churnfree, you can create custom retention flows to keep your customers engaged and coming back for more. And if they do ever slip away, you can win them back with targeted flows designed to get them hooked again. Churnfree help SaaS, eCommerce, and subscription-based businesses to retain more customers and reduce churn rate. In addition, we provide valuable insights on how to further improve customer retention. Don't let churn destroy your business. Fight back with Churnfree amazing features today! 1. Create Retention Flow 2. Real-Time Analytics Dashboard 3. Personalized Your Offers 4. Beware of Client Feedback 5. Pause Instead of Cancelling 6. Add Multiple Products So what are you waiting for Start your Free-Trial Now!Starting Price: $49/month -
20
Traq.ai
Traq.ai
Traq.ai is an innovative sales intelligence company that is gaining market traction. Our proprietary AI, combined with ChatGPT, translates sales conversations into actionable data. Traq.ai boosts sales team effectiveness and efficiency by analyzing each call and providing Call Coaching, Call Summaries, Risk Analysis, Thank You emails, Follow-up lists, and more. By delivering data-driven insights, Traq.ai improves win-rates and accelerates revenue growth.Starting Price: $30 per month -
21
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. -
22
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
23
Prodigal
Prodigal Technologies
Prodigal is a cloud-based Consumer Finance Intelligence solution that analyzes agent and customer conversations to enhance profits, experience, and compliance. Collection agencies, healthcare providers, and lenders depend on Prodigal to unlock insights that drive win-win financial outcomes. With decades of industry and data science expertise, Prodigal’s team is ready to work with clients to optimize operations and quality assurance. An intent engine that combines the strengths of artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) powers Prodigal’s core apps: ProAssist, ProNotes, and ProVoice. ProAssist guides agents to say and do the right thing every time. ProNotes auto-writes call notes, creating hours of new capacity and freeing agents to focus on experience. ProVoice analyzes and scores 100% of calls to minimize risk. Scale omnichannel collections with ProAgent, a natural language AI agent purpose-built for consumer finance. -
24
Uniphore
Uniphore
Optimize the entire conversation to improve customer experience and agent productivity with Conversational AI, Natural Language Processing (NLP) and Robotic Process Automation (RPA). Omnichannel AI-driven intelligent virtual assistant (IVA) driving customer engagement and increasing self-service and automation rates across IVR, web and mobile. U-Self Serve deflects transactional interactions from high-cost human agents using Conversational AI. Deliver frictionless and ongoing agent verification using voiceprints to increase customer trust and reduce contact center fraud. Monitor agent ID continuously during the entire agent shift and alert supervisor in real-time in the event of an ID issue. Leverage AI with real-time call transcription to deliver in-call alerts, guidance, and automation of agent after-call work (ACW) summaries and call dispositions. Deliver an increase in agent productivity, a reduction in time spent on ACW summaries and an improvement in accuracies. -
25
ThriveStack
ThriveStack
ThriveStack is a unified Growth Intelligence platform designed for B2B SaaS teams that brings together marketing, product, revenue, and customer success data into a single source of truth. It tracks the full customer journey from first touch to retention and expansion, helping teams uncover growth drivers, spot churn risks, and optimize conversions with real-time insights, pre-built dashboards, and automated alerts. The platform supports no-code integrations, customer journey analytics, revenue and retention reporting, and AI-driven signals to enable data-driven decisions that accelerate sustainable growth.Starting Price: $199 -
26
Convin
Convin
Convin is a conversation intelligence platform that integrates Generative AI to transform call center operations. It automates 100% of lead engagement using multilingual virtual agents and provides real-time assistance to agents during calls. By tracking and analyzing every interaction, Convin offers detailed insights into agent performance, customer sentiment, and key trends. The platform uses AI-powered quality assurance to ensure unbiased evaluations of all interactions, from calls to chats to emails. Convin’s deep analytics capabilities—such as conversation behavior analysis and customer intelligence—empower businesses to optimize agent-customer interactions, replicate successful behaviors, and identify opportunities for improvement. The platform seamlessly integrates with existing systems and supports 70+ languages, making it ideal for global organizations looking to scale their contact center operations effectively. -
27
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. -
28
Observe.AI
Observe.AI
Observe.AI powers end-to-end quality management with the most accurate speech analytics for Contact Centers. With its Voice AI Platform, support teams analyze 100% of voice calls for quality and compliance, automate agent evaluations, and improve coaching. Analyze Calls for 100% compliance and call quality monitoring, so you'll never miss an opportunity or risk. Evaluate Agents with automated agent evaluations, and build trust with accurate data while fixing broken processes. Coach Teams with targeted coaching, know what training programs drive change, and replicate what top supervisors and trainers do best. Observe.AI uses the industry’s most accurate conversation intelligence engine to analyze customer interactions across every channel, giving you visibility into what's happening in your business. We incorporate these insights into evaluation and coaching workflows to improve agent and seller performance at scale—in one seamless platform. -
29
Invoca
Invoca
Which of your campaigns drive the best phone leads? Are you losing sales because of bad call experiences? Are you getting credit for all of your conversions? Invoca helps businesses drive revenue growth by unlocking new data from calls, so they can acquire and retain more customers for less money. With Invoca's revenue execution platform, businesses are driving unbelievable results: • Marketing teams — like the one at Rogers Communications — are driving up lead quality and driving down acquisition costs by 82% • Contact centers — like the one at MoneySolver — are boosting agent performance and conversion rates by 100% • Multi-location businesses — like Renewal by Andersen — are increasing appointments set over the phone by nearly 50% Invoca is trusted by the world’s top brands, including AutoNation, Flagstar Bank, Mayo Clinic, Orkin, Subaru, and Verizon. -
30
Creovai
Creovai
Conversation intelligence and real-time guidance for contact center leaders. Creovai uses AI to analyze all your customer conversations, guide your agents in real time, and deliver insights to improve contact center performance–all within a single platform. Creovai listens to and analyzes every voice and digital interaction based on the criteria you care about, reducing manual QA time and giving your team a complete view of agent performance and customer experience. Answer the biggest “what” and “why” questions about your customer conversations with AI-powered predictive scoring models, pre-built insight categories, and prescriptive dashboards. Make informed CX decisions and provide automatic real-time guidance to agents based on conversation insights and customer intent. Establish a closed feedback loop. Use insights from your customer conversations to optimize call scripts, inform real-time guidance, and drive ongoing operational improvements. -
31
Infinity Call Tracking
Infinity Tracking
It's vital for analyzing your customer phone calls to generate revenue and reduce costs. Infinity empowers businesses to sell more, streamline operational processes, and optimize marketing budgets. Infinity is a cloud-based call intelligence platform, and an integral part of the technology stack for marketing, sales, and contact centers. Advanced call tracking technology also plays a pivotal role in measuring the true sentiment of your customer conversations. By understanding the context and feeling behind a call, the outcomes from your customer engagement will be greatly improved. Infinity joins up your user journeys giving full visibility into what's driving awareness, engagement and conversion to optimize your market investment and enable you to focus on what matters most. Infinity deliver deeper data insights for smarter selling, stay several steps ahead by understanding the context around the conversation to close quicker, larger deals.Starting Price: $100.00/month -
32
NexJ CRM
NexJ Systems Inc.
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. -
33
Pepsales AI
Pepsales AI
Pepsales is the AI platform of choice for B2B sales teams looking to shorten sales cycles, improve deal qualification, and consistently hit revenue targets. Powered by real-time conversation intelligence, Pepsales gives sales leaders and account executives the insights and guidance they need to close more deals, faster. By analyzing calls, meetings, and prospect conversations across Zoom, Google Meet, and Microsoft Teams, Pepsales delivers live coaching, qualification scorecards, and AI-driven action items, so every rep runs a winning sales process. It seamlessly integrates with CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, automatically syncing summaries, insights, and next steps to keep your pipeline moving. Whether you're scaling MEDDPICC, BANT, or any other sales methodology, Pepsales helps you implement it at scale with consistency. Top Sales teams at companies like Spyne, Rocketium, Spotdraft, and Hubilo trust Pepsales AI.Starting Price: $19/user/month -
34
Outdoo AI
Outdoo
Outdoo is a unified AI roleplay and coaching platform that helps customer-facing teams practice, execute, and improve real customer conversations through integrated roleplay, feedback, and performance tracking. The platform integrates with learning management systems (LMS), customer relationship management (CRM) platforms, and conversation intelligence tools. It supports SCORM and xAPI standards and integrates with more than 120 enterprise systems. Key features include: * AI-powered roleplay simulations grounded in real customer scenarios * Unified scorecards for both practice sessions and live interactions * Personalized micro-learning tied to skill gaps * Manager dashboards for tracking readiness and coaching effectiveness * Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance. -
35
Clientivity
Clientivity
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.Starting Price: $19/month -
36
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 -
37
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 -
38
Sympera AI
Sympera AI
Sympera AI is an agentic AI platform designed to enhance relationship banking by empowering relationship managers to efficiently manage larger client portfolios and focus on high-value opportunities. It leverages domain-specific language models to analyze client behavioral patterns, predict needs with high accuracy, and provide tailored product recommendations. It offers market intelligence capabilities, enabling RMs to uncover financial relationships, monitor business health, and identify effective prospecting strategies. Additionally, Sympera AI facilitates intelligent pipeline management based on conversion likelihood and revenue potential, equipping RMs with conversational references and objection-handling tips informed by client behavior. Elevate all bankers into best-in-case relationship managers with banking intelligence. -
39
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
40
Apollo
Apollo.io
Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts and 30M companies with robust and accurate data. Teams leverage Apollo’s Engagement Suite to scale outbound activity and sequences effectively. Finally, up-level your entire go-to-market processes with Apollo's Intelligence Engine with recommendations and analytics that help you close. Founded in 2015, Apollo.io is a leading data intelligence and sales engagement platform trusted by over 10,000 customers, from rapidly growing startups to global enterprises.Starting Price: $49 per user per month -
41
Siro
Siro
Put an AI sales coach in every rep’s pocket. Unlock missing revenue with AI and record face-to-face sales conversations. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and where reps are missing opportunities. To start recording and transcribing, reps tap one button in the app or directly from their lock or home screen. Enable auto-split to tap record once all day and let Siro isolate and separate your sales conversations, and Siro never drains your battery. Within seconds of a lost conversation, reps can access top examples from their peers on better handling the key moments of your sales process. Works offline and online, with an internet connection, your recordings are transcribed and analyzed in seconds. Siro's AI analyzes compares both what you say and how you say it to identify where you're missing out on revenue.Starting Price: Free -
42
ClientWindow
ClientWindow
Seamlessly connecting clients who prefer WhatsApp with business teams who use Email. Delight private clients and business owners who prefer to chat on WhatsApp and other convenient messaging apps. Centralise messaging data to offer team-wide visibility of conversations and meet your data retention obligations. Automatically route chat messages and voice notes from private clients on popular messaging apps to appropriate relationship teams who use business-level communication tools including email and Microsoft Teams. ClientWindow automatically integrates messaging app conversations on WhatsApp and other chat platforms with your internal communication software, including email, Teams and Slack.Starting Price: £50/month -
43
AlloIntelligence
AlloBrain
Understand the top areas of satisfaction and dissatisfaction of your customers at a very fine level. Discover your customers' irritations and their recommendations to implement action plans. Reduce the time of double listening to calls and monitoring tickets by using AlloIntelligence which analyzes 100% of conversations between your agents and your customers. Based on state of the art models, we refine the understanding models to fit the language of your customers and your environment. Uncover the root causes of the barriers to sales conversion and growth, and take action to address them. Replicate assignments across your team by identifying agent shortcomings and best practices. Understand what your customers think about your company and what matters to them. -
44
RetentionEngine
RetentionEngine
RetentionEngine lets you build a cancel flow that captures insights on why your customers are cancelling, works to retain them, and identifies trends across the lifeycles of your customers. Unhappy customers are your greatest source of learning! What didn't work and who didn't it work for? What could change their mind? Can you fix it? All questions that RetentionEngine will help you answer and optimize. 80% of customers report that a business could have done something to keep them before they cancelled. Your customers are your best source of marketing and they talk. If the experience of cancelling is bad, potential customers will hear about it. Churn is on the rise, but RetentionEngine saves you time and saves your revenue. We've done the hard work so you don't have to! Get started via a simple integration with your subscription platform. RetentionEngine is the only no-code, AI-powered, offboarding experience designed to save you customers, time, and revenue.Starting Price: $59 per month -
45
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. -
46
Objectway
Objectway
The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency. -
47
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. -
48
Hyperengage
Hyperengage
Hyperengage is an AI-powered GTM copilot designed to help Customer Success and Account Management teams maximize retention, expansion, and revenue growth. It transforms how post-sales teams operate by combining automation, predictive intelligence, and a unified customer view into one platform. At its core, Hyperengage eliminates manual busywork by automatically capturing customer interactions, logging activity, and prioritizing daily tasks. This ensures teams spend less time on admin and more time building high-impact relationships. Its Automated Customer Engagement engine continuously scans for churn signals—such as declining product usage, missed milestones, or unresolved issues—and proactively triggers outreach with personalized messaging to re-engage customers. The AI-Driven Task & Workflow Automation module serves as a digital assistant for CSMs and AMs. -
49
Klarion AI
Klarion AI
Klarion is an AI-powered customer feedback intelligence platform that transforms raw feedback from sources like support tickets, surveys, and reviews into prioritized, actionable insights. It doesn’t just surface keywords or topics; it uncovers the underlying pain points and shows their impact across customer retention, reputation, and revenue. Klarion then helps teams assign resolution tasks to the appropriate stakeholders, track progress, and close the loop so problems don’t recur. The system enables companies to detect recurring issues across all stages of the customer journey (from sales to support), align cross-functional teams around what matters most, and make data-driven decisions to improve experiences. By shifting feedback analysis from manual sifting to automated insight, Klarion empowers organizations to fix root causes faster, boost customer loyalty, and reduce churn. -
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Echo AI
Echo AI
Echo AI is the first generative AI-native conversation intelligence platform that transforms every word your customers say into actionable insights to drive growth. It analyzes every single conversation across all channels with human-level depth, providing leaders with answers to critical strategic questions that enhance growth and retention. Built from the ground up on generative AI, Echo AI supports all major third-party and hosted large language models, with new models continually added and evaluated to ensure access to the latest advancements. Users can begin analyzing conversations immediately without training, or utilize powerful, prompt-level customization to meet specific requirements. The platform's infrastructure generates hundreds of millions of data points from millions of conversations with over 95% accuracy, designed to handle enterprise-scale operations. Echo AI detects subtle intent and retention signals from customer data.
