Alternatives to NexJ CRM
Compare NexJ CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to NexJ CRM in 2026. Compare features, ratings, user reviews, pricing, and more from NexJ CRM competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. -
3
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
4
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
5
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 -
6
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 -
7
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $49.00/month -
8
Justuno
Justuno
Justuno is an AI-powered visitor conversion platform trusted by Shopify retailers of all size. Using billions of data-points, it provides intelligent lead capture, personalized website messaging, and actionable insights that turn clicks into conversions. From upsell and cross-sell to exit offers and abandoned cart recovery, messaging banners, and more. Advanced Pop-Ups & On-Site Messaging The simplest and most effective way to build your email list, generate sales opportunities, increase AOV, and more. Easily share important information with your visitors, and display unique offers when they reach a certain cart or behavior threshold. Conversion Optimization Capitalize on your existing traffic and maximize marketing ROI by presenting the most relevant messaging to each user. Upselling & Cross-Selling with Commerce AI Create targeted upsell and cross-sell notifications promoting a specific product when a visitor adds a related item to their cart.Starting Price: $19.00/month -
9
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
10
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
11
Behavia
Scorto
Customers demand more and more, so bank should discover customer needs and abilities faster than the competition and balance these needs with bank’s business objectives. Acquisition costs increase, so banks should generate more profit from existing customers. It allows improving business profitability with more efficient decisions. Customer relationships strategy design, implementation and management. Cross-sell, up-sell decision support based on customer behavior. No limit in terms of a number of users, or number decisions/workflows. -
12
Bold Upsell
Bold Commerce
Bold Upsell is a Shopify application designed to enhance average order value by presenting targeted upsell and cross-sell offers throughout the customer journey. It provides merchants with the flexibility to create various offer types, including true upsells that encourage customers to upgrade their selections and cross-sells that suggest additional complementary products. These offers can be strategically placed on product pages, within the cart, during checkout, after purchase, and even through email campaigns. The app features AI-powered Smart Offers, which utilize store-specific data to generate high-converting suggestions and allow for the creation of comprehensive sales funnels that combine upsells, cross-sells, and downsells. Integration with Bold Subscriptions enables the promotion of subscription-based products, facilitating "subscribe and save" offers and upselling opportunities within the customer portal and via email.Starting Price: $9.99 per month -
13
PickyStory
PickyStory
Sell products together and unlock hidden revenue by offering product bundles at key stages in your customer’s journey. Never miss a chance to sell more products. Upsell and cross-sell on your product pages, collections, cart, and checkout. Designed to increase your cart value with AI-based product recommendations. Squeeze every opportunity to offer more products at the most critical moment. From established market leaders to fast-growing startups, brands recognize the innovative approach of PickyStory in driving order value growth. The complete eCommerce upsell platform. Make personalized offers. Help customers discover more products, and boost order value. Upsell at key moments in your store. A holistic approach to upselling and cross-selling, with deals displayed at key points throughout the customer journey. Never miss a chance to sell more products with storewide conversion tools. Save time and drive sales with automated inventory solutions and AI-based deal creation.Starting Price: $49.50 per month -
14
Base
Base.ai
Base allows you to tap into your company’s most powerful growth engine - your customers. As pioneers of the Customer-Led Growth (CLG) evolution, we deliver a designated customer marketing platform helping B2B organizations create an ongoing and personalized lifecycle engagement with their customer base at scale. By analyzing each customer/user's individual journey in all touchpoints and leveraging insights for engagement - you’re able to engage contextually and increase product adoption, loyalty and acts of advocacy, cross-sell and upsell motions, retention, and feedback at scale. -
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Reef
Reef.ai
Reef is a customer revenue platform that helps companies predictably grow revenue with existing customers and fast-tracks net retention reporting. The tide has shifted. New sales have slowed, easy upsell is gone, and the NRR game just got much harder. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Startups wait too long to build a foundation for NRR excellence and it suppresses acceleration resulting in a revenue gap. Many companies are not equipped to succeed in this new reality, and it creates a revenue gap. Priority investment areas for startup acceleration. Generate board-ready current and historical analytics for net retention including renewals, upsell, and cross-sell. Visualize territories to quickly identify growth opportunities and churn risk based on engagement, product usage, consumption %, health score, and NPS. Convert insights into action with advanced targeting and workflow to ensure consistent follow-through and execution. -
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Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
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Sidetrade Augmented Revenue
Sidetrade
Augmented Revenue uses Sidetrade’s AI assistant, Aimie, to predict customer behavior and the best actions needed to retain customers and grow sales to them. Increase customer lifetime value by driving more upsell and cross-sell revenue with targeted offers and campaigns. Augmented Revenue uses predictive analytics to help organizations understand their customer behavior and proactively take action to retain customers and grow sales to them. Sidetrade’s AI, Aimie analyses real-time data to understand patterns of behavior, then makes recommendations to increase customer loyalty and to uncover additional sales opportunities. She uses Sidetrade’s proprietary algorithms to predict customer churn in the coming months. Based on this insight, you can model revenue at risk from customers likely to leave you and take proactive steps to retain them. Augmented Revenue also predicts the best offer or action most to succeed in upsell and/or cross-sell to your existing customers. -
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HubSpot Customer Platform
HubSpot
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.Starting Price: Free -
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involve.ai
involve.ai
involve.ai is a no-code platform to unify all your fragmented customer data in an early warning dashboard. Scale efficiently without adding dozens of new CSMs or data analysts. Get complete visibility of your customers by unifying all your fragmented data so you can scale your customer experience. Personalized recommendations for action across the entire customer journey to know exactly which customers to prioritize every day and become proactive. Sentiment analyses deliver accurate customer health, helping you identify churn risk and upsell/ cross-sell opportunities way before they happen. Historical data analysis creates recommended Segmentation and Benchmarking to identify leading indicators. -
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You need a real-time view of all your inventory, plus customer and order data, through an intuitive user interface that’s accessible from sales counters and mobile devices. Purpose-built tools provide cross-sell and up-sell recommendations, help standardize processes for inventory and task management, and enable flexible fulfillment options (such as curbside pickup, buy online, pickup in-store and ship from store) and management of returns across channels. IBM Sterling Store Engagement helps your store employees provide omnichannel services in the store for fulfillment, inventory management, task management and customer service. Provide customers with personalized recommendations for up-sell and cross-sell opportunities. Get inventory location data and an optimized pick, pack and ship or pickup process. Monitor and manage activities and tasks for employees. Execute purchase and checkout of in-store products, without customers having to stand in line.
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21
Zoorix
Zoorix
Zoorix is a Shopify application designed to boost sales by offering customizable upsell and cross-sell opportunities directly within the shopping experience. It enables merchants to create various promotional offers, including product bundles, volume discounts, mix-and-match deals, and AI-driven product recommendations. The app integrates seamlessly with Shopify stores, ensuring compatibility with any theme and providing a mobile-friendly, responsive design. Merchants can tailor the appearance and functionality of upsell and cross-sell widgets to align with their brand's aesthetics, utilizing features such as quick view, collapsible sections, and notification pop-ups. Zoorix also supports native cart drawer integration, allowing for in-cart upsell offers that enhance the customer's purchasing journey. The app's analytics tools provide insights into conversion rates and funnel performance, enabling data-driven decision-making to optimize sales strategies.Starting Price: $7.99 per month -
22
Recommendly
EPICA
Real-time personalized recommendations that increase revenue, cross-selling, and up-selling. Showcase the most relevant products at the exact right moment. With our powerful Machine Learning increasing your sales has never been so easy. Get everything you need in one App. Using machine learning with highly trained algorithms to significantly boost upsell and cross-sells. Become one-step ahead of your customer’s clicks and recommend products they desire to buy with accuracy. Make data-driven decisions based on comprehensive analytics of your customer’s desires at any moment. Simply download and let predictive Machine Learning run in the background on autopilot as your conversions increase by up to 25% . Recommend what’s more relevant to your costumers and take your upsell and cross-sell metrics up. Enhance the experience of your client with instant suggestions, synonyms, auto-complete, and recommendations.Starting Price: $9 per month -
23
nTireCRM
SunSmart Technologies
Our CRM solution Dubai offers enriched, intelligent business dashboards and graphical reports that provides real time visibility of all activities pertaining to CRM in addition to analytics for sustainable business goals. CRM Software in Dubai is tightly integrated to send notifications/escalations through SMS and email platform. nTireCRM is a 100% web-based Customer Relationship / Incident / Lead Management System helps enterprise across diversified verticals viz. Banking, insurance, retail, financial services, securities, health care, manufacturing and others. Social media Interfacings for posting status of incidents alongside cross-sell / up-sell opportunities. Configurable workflow – with which user can dynamically create and manage categorizations & sub categorizations for handling incidents/queries. -
24
MadeMarket
MadeMarket
MadeMarket's deal management CRM is the easiest way for investment bankers to manage their deals and contacts. Great investment banks get real results with MadeMarket. From boutique to bulge-bracket, investment bankers love MadeMarket. Maintain focus on your transactions in a faster, simpler way. Easily advance deals as a team and view progress at a glance, from anywhere. Instantly view the relationship information you care about most. From contact details and key relationships to transaction preferences and history, always see the full picture. Gain powerful insights on the value of your pipeline, how transactions are progressing and your most active relationships, all without lifting a finger. MadeMarket will help you grow your business and improve the performance of your team. Designed from the ground up to work specially within the investment banking workflow. Whether your advisory firm focuses on sell-side or buy-side, MadeMarket is designed to make your firm more efficient. -
25
InvestSuite
InvestSuite
We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable. -
26
Propello Cloud
Propello Cloud
Propello is an enterprise-grade, plug-and-play loyalty platform that lets brands launch fully white-label reward portals in minutes, no code or in-house build required, by tapping into a network of over 1,000 global partners. The API-based engine automates reward triggers and unlockable incentives (cashback, discounts, digital vouchers, promo codes, e-gifts, prize draws, referrals, tier upgrades, contract extensions, and more) based on custom conditions and customer behaviors. Its modular suite includes a rapid go-to-market rewards portal, AI-powered dynamic targeting and personalization, zero-effort program management with ongoing marketing and tech support, and real-time reporting dashboards that surface partner performance and key metrics (activation, retention, churn, NPS, upsells, cross-sells, and revenue impact). Companion integrations, such as Zapier across 5,000+ apps, ensure seamless customer data import and reward automation. -
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FlashRev
FlashIntel
FlashRev is an advanced revenue intelligence platform that helps B2B companies accelerate their sales and maximize revenue growth. It leverages real-time data and AI-powered analytics to provide deep insights into sales performance, customer behavior, and market trends. FlashRev enables businesses to optimize their sales strategies by identifying key revenue drivers, uncovering opportunities for upselling and cross-selling, and streamlining sales processes. By providing actionable insights and automating critical tasks, FlashRev empowers sales teams to make data-driven decisions, improve forecasting accuracy, and drive sustained revenue growth in competitive markets.Starting Price: Varies -
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InsuraCRM
Damco Solutions
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities. -
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IQProspects
Quest Analytics
IQProspects is an easy to use, sales and service CRM growth engine for banks and credit unions. The best commercial bankers are out meeting and talking with customers and prospects for the better part of every day. Now there is a tool to help you build relationships while you are on the move. The Quest Analytics mobile applications help you be more productive while you are out of the office. IQProspects tracks the journey every step of the way from opportunity stage to underwriting, thru closing. Are loans taking too long to process? IQProspects customizable workflow automates the process and gets loans completed quickly and accurately. It all starts with a prospect. Quest tracks the journey every step of the way from opportunity stage to underwriting, thru closing. IQProspects new marketing event management capabilities will help your institution manage each golf outing, charity event, or other relationship building marketing opportunity. -
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Colligso TextIn
Colligso
Colligso enables businesses to grow profits by helping them to multiply customer visits with direct digital relationships. TextIn helps businesses to engage directly with customers using text/ picture messaging (SMS/ MMS). Benefits of TextIn * Easy opt-in and opt-out, App-less i.e. no app installation needed by your customers. * Reach customers using text (SMS/ MMS) messaging with once-only or recurring schedules. Drive traffic. * Create your own customer groups with #hashtag campaigns. Use #hashtags for events and promotions. * Close sales, upsell, cross-sell and provide support using VideoChat (beta) * Integrated with popular apps, commerce and point of sale platforms. High return on spend.Starting Price: $19/mo/location -
31
AgentOne
iPipeline
Increases delivery speed and reinforces adoption of STP tools. Provides superior insight into agent activity, sales progress and more. Leverages data to identify new customer needs. From field underwriting, quotes, e-Applications, pending & status, to e-Delivery and more. For workflow optimization along with lead management for cross-selling and upselling opportunities. Communicate case status and generate comprehensive reports from one centralized tool. -
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Etiya CRM
Etiya
Any organization that wants to succeed must aspire towards having excellent customer relations and the first leg of this journey is adopting a no-nonsense approach to customer relationship management (CRM). CRM is all of the activities, strategies and technologies that companies use to manage their interactions with their current and potential customers. CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention which are both qualities that affect a company’s revenue. Etiya Customer Relationship Management (CRM) provides a highly scalable, customer-centric, omni-channel experience enabling companies to exceed customer expectations by interacting with them on any platform, via any channel. Etiya CRM provides an end-to-end, integrated lead-to-cash process flow for customer management. Social media analysis determines communities of interest and opportunities for cross-sells and up-sells. -
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Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
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CustomerGauge
CustomerGauge
CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today. -
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THEIA
Kale-Labs
Your Go-To Solution for Sales & Distribution Excellence At THEIA, we’re revolutionizing how manufacturers manage sales and distribution operations. Our cutting-edge ecosystem is tailored to provide complete visibility from production to the end consumer. Key Features: ✅ AI RetailWatch: Elevate merchandising and market analysis with actionable insights. ✅ AI MarketWatch: Track competitor trends and maximize market opportunities. ✅ AI Suggestive Selling: Drive smarter upselling and cross-selling strategies. ✅ Salesforce Management: Empower sales teams with seamless planning and reporting tools. ✅ Asset Management: Optimize inventory and distribution with real-time tracking. ✅ Kharidari Marketplace: Simplify B2B transactions with our intuitive digital marketplace. Backed by powerful AI and intuitive design, THEIA delivers unmatched efficiency, transparency, and profitability for businesses of all sizes.Starting Price: £25/user -
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Relativity6
Relativity6
Use Relativity6 to Understand and Predict Customer Behavior. Identify and Keep your best customers. Cross-sell and Up-sell at the right time. Reduce monthly churn by .5 - 1%. Relativity6's Knowledge Graph is a massive data store used to contextualize customer behavior, outside of your internal data. The Knowledge Graph is built on a graph database with over 1.5TB of contextual data points, that help overcome challenges like data sparsity and uneven data sampling. Relativity6’s high performance, flexible infrastructure lets your team run experiments and learn fast without the heavy up-front investment. Trends and insights are surfaced quickly and our algorithms run on GPUs that rip through large datasets. Too many companies selling AI and Machine Learning try to hide everything behind the word "proprietary". But no one understands your business better than you. So we built Marvin as an open platform, designed to make it easy to collaborate with your data science team. -
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i2i Logic
i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking. -
38
Salesforce CRM Analytics
Salesforce
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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Mamenta
Mamenta
Mamenta’s pre-built marketplace and aggregator integrations provide access to over 250+ sales channels across 70+ countries allowing your brand to enter new markets in days not months. Mamenta's intelligent reporting capabilities provide visibility to sales, product, competitor and marketplace data to help determine the next best market strategies. Mamenta's Facets capability drives higher product rankings and ensures customers see your product before your competitors. In addition, the Localized Line Sheets capability ensures the most relevant product details are displayed to close more sales. Mamenta enables targeted engagement to drive customer lifetime value (LTV). The platform automatically captures customer data with each transaction enabling future engagement for cross-selling and upsell opportunities. -
40
NetSuite CRM
NetSuite
Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications. -
41
Spyglaz
Spyglaz
Get insights on future customer loss ranked by probability of loss, customer value and retention windows – enables early intervention and effective asset retention Get recommendations on specific actions for better customer conversations. Focus your sales resources on those distribution partners that will grow with you in the future. Understand how distribution partners are influencing customer retention, by product line. Focus your upsell and cross-sell efforts on customers that will grow in value over time. Spyglaz brings the focus back to your most valuable assets – your customers and your distribution partners. Using the power of machine learning, we mine behavioral signals and deliver timely insights for accelerated growth. With so much data available to you in your business, it’s difficult to see the opportunities hidden within those thousands and millions of records.Starting Price: $200 per month -
42
Propense.ai
Propense.ai
Find new revenue streams for existing customers through AI. Propense.ai is the only data-driven platform that focuses solely on cross-selling. It transforms internal data into actionable revenue drivers, enabling and empowering firm leadership and professionals to better serve clients, gain strategic insights, and increase firm-wide revenue. Real-time access to cross-selling scores for firms, clients, industries & custom segments. Precise forecasting metrics for cross-selling goals. Proactively find new revenue streams for existing customers through AI. Discover new pipelines from market changes. Propense.ai is a SaaS platform that identifies new revenue streams for businesses, augmented with AI technology. Our B2B predictive sales intelligence model enables firms to streamline and maximize their cross-selling revenue by analyzing historical and market data points to reveal revenue opportunities hiding in plain sight. -
43
RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
44
QQCatalyst
Vertafore
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business. Identify new business, round out your current accounts, and strategically manage prospect sales cycles. Built-in tools for creating campaigns to better service your existing customers, cross-sell, or acquire new customers. Track your employees’ activity within the system, allowing you to recognize leaders and get insight on how to improve productivity. Let QQCatalyst focus on customer relationships and business management so you can focus on growth. Easy-to-use marketing automation tools. Existing customer service email campaigns. Cross-selling email campaigns. New customer acquisition email campaigns.Starting Price: $129.00/month -
45
BreezeFSM
Vilok Solutions
BreezeFSM is an AI-powered field sales management software designed to streamline and enhance the productivity of field sales teams. It offers features such as real-time GPS tracking, automated reporting, and performance analytics, enabling businesses to monitor daily sales activities, manage leads, and generate insightful performance reports. The platform's Market Assistance function analyzes clients' previous order histories to suggest product options for cross-selling and upselling, thereby increasing deal closure rates. Additionally, BreezeFSM provides tools for route optimization, attendance management, and task assignment, facilitating efficient scheduling and resource allocation. By automating routine tasks and providing actionable insights, BreezeFSM empowers sales teams to focus on building customer relationships and driving revenue growth.Starting Price: $3.47/month/user -
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BuzzBoard
BuzzBoard Inc.
BuzzBoard uncovers data-driven insights about SMBs that drive more meaningful conversations for marketers and sellers, resulting in increased sales across the customer lifecycle. By applying data science and digital signals to the world’s most extensive collection of business intelligence about SMBs, BuzzBoard answers the most important question for marketers and sellers: why will my prospects and customers want to engage? BuzzBoard transforms unproductive sales interactions into customized opportunities to improve customer engagement, book more appointments and close deals faster. BuzzBoard’s unique, insights-driven technology provides micro-targeting capabilities for prospecting, identifies upsell and cross-sell opportunities to grow existing customers, automatically monitors top accounts to increase retention, and generates compelling content that fuels customer engagement. -
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Suggest and prompt visitors to increase their order value through the use of upsell and cross-sell configurations between your products. Doing so will increase your average order value. Supplementary products as upsells. Complementary products as cross-sells. Suggest the additional products through the use of timely pop-ups on add to cart. To ensure that your business thrives in a competitive online environment, it’s important to maximize the revenue generated from every dollar you spend. Smar7 Bundle ensures your store does just that. By putting the first “Smart” Upsell & Bundle app on your store. No more buggy apps that don’t even pop up half the time & no more lost revenue. It’s time to maximize the amount you earn for every dollar you spend.Starting Price: $27 per month
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Recom.ai
Recom.ai
Recom.ai is one of the most popular upsell and cross-sell apps for Shopify, Magento, and BigCommerce merchants. Delivering personalized suggestions to current customers, the app creates credibility, motivates purchasing, and boosts up the conversion rate for a webstore. Upselling and cross-selling are one of the most popular techniques in e-commerce to get more out of your traffic. You’ve spent a lot to bring visitors to your site - add a small effort to convert this traffic more effectively! While old-school browse & search options take time and may not show the whole range of products customers look for, the AI-powered Scout feature completely changes the game. It lets customers ‘like’ or ‘dislike’ items right in the widget with product recommendations and instantly adjusts the offer to customer preferences. -
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CreditSnap
CreditSnap
CreditSnap is a cloud hosted Digital Account Opening platform for Banks, Credit Unions and Community Banks. Retail and Business Account opening - all under one umbrella. 1) Modern, Responsive and INSTANT Deposit Account Opening Experience: Credit Unions, Banks and everyone can now deliver modern deposit account opening experience with end to end automation - include eligibility, KYC, eSignatures and Instant Digital Deposits 2) Lending Cross-Sell: Unique and only solution in the market that has a powerful lending cross-sell engine that used soft inquiry data to instantly deliver loan offers after Deposit Application experience is complete 3) Omni Channel: In addition to the responsive web experience, back office application and teller experiences make accepting applications over phone and at branch a breeze -
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Konnect CRM
Konnect ERP
Konnect CRM software enables your marketing, sales, and customer services teams to work together, share information, and manage all their interactions with prospects, leads, and customers. Konnect CRM helps sales teams to win more deals. Many CRMs are not effective because they don’t offer much value to sales teams. But Konnect CRM stands out because it provides excellent features and customer support to help small businesses become more successful. Konnect CRM suits SMEs and small businesses help to them effectively manage their sales processes and win more deals quickly. Konnect CRM Solution that helps to manage the customer relationship covering from pre-sales to post-sales. Konnect CRM enables companies to handle their customers through the life cycle right from acquisition to post-sales support. Some of the unique features of Konnect would allow companies to easily up-sell, cross-sell, and retain their most loyal customers.
