Alternatives to OPALCRM
Compare OPALCRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OPALCRM in 2026. Compare features, ratings, user reviews, pricing, and more from OPALCRM competitors and alternatives in order to make an informed decision for your business.
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Cryptio
Cryptio
Cryptio is the leading enterprise-grade accounting, tax, financial reporting, and audit preparation solution. It is a complete back-office platform that delivers financial integrity and accountability for businesses in crypto. Our software helps crypto-native businesses, financial institutions, accountants, and auditors navigate the fragmented digital-asset landscape with confidence. Cryptio lets you track assets & transactions from DeFi protocols, institutional custody solutions, wallets, and exchanges to construct a complete picture of your digital asset activity. It streamlines essential accounting and back-office ops, including: - Importing crypto activity (especially on-chain transactions) - Auto transaction labeling, cost basis (FIFO & WAC), gains/loss reporting - Sync transactions to your accounting sStarting Price: $299 per month -
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Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
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Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
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OPALS
OPALS
OPALS Open-source Automated Library System is a powerful cooperatively developed, Web-based, open source program. This alternative technology provides Internet access to information databases, library collections and digital archives. Many school, college, research, business, religious and library union catalogs (that provide ILL services) use OPALS. There is no need to install software or purchase expensive computer hardware or software licenses to implement this powerful, turnkey Internet accessible system. The “total cost of ownership” of this standards-based, Web-based, feature rich software is demonstrably and undeniably sustainable. We can host and maintain OPALS on our servers or we can work with your IT colleagues to install and support it at your site. Experienced programmers and technical support staff update and maintain the program, giving this open source initiative a responsive, dependable support framework that is essential for institutions that serve the public. -
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Opal
Opal
Say goodbye to marketing chaos, isolated decisions, misaligned work, missed deadlines and burnt out teams. Say hello to Opal, the platform for marketing collaboration. Break down silos to provide visibility to campaigns and content across your organization. Remove barriers to tell an aligned story throughout the entire customer journey. Replace spreadsheets, decks and email threads with a unified workspace to increase team efficiency. Discover the marketing platform that redefines how you plan, create, and calendar content. Opal enables brand builders to anchor all of their channels and campaigns in one place. Teams that trust Opal experience tight alignment, high levels of efficiency, and the ability to see their work through the eyes of their customers. Empower your team to strategize together using Opal’s free-from-planning space. -
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Varicent
Varicent
Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. -
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Axtria SalesIQ
Axtria
Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQTM empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. Seamlessly convert brand strategy into concrete sales plans through simulation and what-if analysis. Accelerate the launch of any drug or medical device for any therapeutic area with complete flexibility. Move from product-centric to customer-centric omnichannel interactions and engagement. Connect the dots between providers, territories, channels, and incentives. Strengthen decision making by leveraging clean, trusted data, from ingestion to insights. -
8
Erecruit
Bullhorn
Unparalleled business success for enterprise staffing firms. Erecruit offers the most innovative, cutting-edge and complete enterprise staffing software, designed by staffing experts, for staffing experts. Our highly integrated suite of front-office, middle-office, vendor management system (VMS) and onboarding modules makes it the most comprehensive, all-inclusive platform for all major verticals within the staffing industry. Erecruit is designed to meet the needs of large, multi-region, multi-division staffing firms that operate numerous lines of business and want to incorporate best practices into their business operations. Consolidating sales, CRM and recruitment capabilities within Erecruit’s enterprise staffing software, and combining them with the most powerful business process configuration tools available gives staffing firms unparalleled control over business success. Designed to increase operational efficiencies and speed data entry. -
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Ortec Finance
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more. -
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Drive revenue optimization with Oracle’s advanced incentive compensation, quota, and territory management tools. Oracle helps both sales managers and sales operation staff plan and perform better with connected data and deeper insights. Improve sales execution and operational efficiency across quota planning to sales forecasting with Oracle’s predictive and intelligent planning solution. Optimize your market coverage and intelligently set territory and quota plans with AI-driven predictive planning capabilities. Better understand your plans and models with multidimensional and drillable what-if planning by territory, product, account, channels, seasonality, and more. Give sales operations the power of an enterprise planning platform that they can use from the comfort of a familiar Excel interface. Plan and create achievable quotas, territories, and compensation plans that are ready on day one with real-time data.
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Xactly Plan
Xactly
Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming. Xactly’s Intelligent Revenue platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance, and prediction. Provide the agility to manage personnel and territory changes, and maintain transparency of quotas, incentives, and goals within a centralized solution, translating sales plans into revenue growth. Keep your teams focused on the right deals, and help them unlock their earning potential. -
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Capital Banking Solutions
Capital Banking Solutions
Capital Banking Solutions is a leading provider of end-to-end integrated banking software solutions for financial institutions across Europe, Africa, Middle East and America. Founded in 1997 with the purpose of helping financial institutions innovatively drive market change, Capital Banking Solutions supports over 200 Banks and financial Institutions worldwide. Capital Banking Solutions offers a full suite of open-architecture and modular products for Financial Services Industry covering Universal, Retail, Corporate, Private, Family offices, Management Companies and Islamic banks. Ranked among the top vendors by IBS Intelligence and global players by Forrester, Capital Banking Solutions is being recognized as one of the most powerful Financial Technology Providers. Capital Banking Solutions also provides a full portfolio of best of breed products to bolster key banking functions such as Wealth Management, Compliance and Risk management, and Digital Banking. -
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Automate complex sales plans, gain real-time insights, and motivate sales teams for enhanced performance and business growth. Maximize profits and performance with a highly motivated sales team. Strategic incentive compensation management can help improve the effectiveness of your sales teams by driving profitable behaviors that increase revenue and support business growth. With the SAP SuccessFactors Incentive Management solution (formerly SAP Commissions), you can design, model, and optimize highly flexible and complex incentive compensation plans; gain real-time insights; and motivate sales teams to perform at their best.
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EasyTerritory
EasyTerritory
Sales and Field Service Territory Mapping for Dynamics 365, Power BI, & Excel Made Easy! #1 rated mapping and territory management solution on Microsoft AppSource. EasyTerritory is the leading web-based mapping software for sales territory management, service territory capacity planning, and geospatial business intelligence for Microsoft Dynamics 365, Excel, and Power BI. EasyTerritory is the leading sales territory management software to add to your Microsoft Dynamics 365 implementation. Not using Dynamics 365? That’s okay, EasyTerritory supports Excel, Power BI, SQL Azure as well. EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. Simplifying territory mapping and management is the primary problem we set out to solve! Using EasyTerritory, your sales managers can build and realign their sales rep territories on an interactive map. -
15
Forecastio
Forecastio
Sales performance management platform for HubSpot users. Master sales planning and set attainable goals based on your historical HubSpot data. Manage sales capacity efficiently and develop proper hiring calendars to hit your numbers. Employ multiple forecasting models and avoid end-of-quarter surprises. Use what-if scenarios to allocate resources efficiently. Gain actionable sales insights from your HubSpot. Access predefined planning templates, utilize what-if scenarios, and automatically assess goal attainability. Utilize AI and predictive forecasting to gain accurate future sales predictions. Monitor all critical sales performance metrics in real-time. Gain actionable insights on performance gaps (people, process, pipeline) without spending hours analyzing multiple reports. Assess current sales capacity and automatically calculate the needed capacity to attain sales quota. Monitor pipeline development in real-time and spot bottlenecks early.Starting Price: $149 per month -
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Google Opal
Google
Opal by Google Labs is a platform that enables users to build, edit, and share AI-powered mini-apps using natural language. It offers a no-code environment where creators can turn ideas into working applications without traditional programming. Users can start from scratch or explore a gallery of templates for inspiration. The platform supports rapid prototyping, allowing apps to be developed in minutes. A visual, node-based workflow editor makes it easy to refine and customize app logic. Opal encourages collaboration through community support and sharing features. Designed for accessibility and creativity, it lowers the barrier to AI app development. -
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Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
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Plan2Win
Plan2Win Software
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. -
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Locmatic
Locmatic
Get comprehensive restaurant and menu data for sales intelligence, menu insights, and market analysis. Our clients use these data for sales planning, market intelligence, Our customers include food manufacturers and distributors, chain restaurants, and market research and consulting firms. -
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MoneyMap
Coro
Make data-driven sales decisions across segmentation, streamline account mapping and territory design, and focus the right sales plays on the most promising accounts. Coro’s MoneyMap tool helps you prioritize and focus on the right accounts and prospects, so you can use your sales resources in the most efficient manner. Find the biggest opportunities, decide where to deploy resources, and activate your frontline growth. Each account is unique, which means you shouldn’t take a blanket approach to targeting, engagement, and growth across your entire pipeline. MoneyMap gives you granular visibility into sales performance, addressable spend, and propensity to buy so you can create smart go-to-market strategies that empower your sales teams. Too often, account coverage is mainly informed by existing customers and past coverage as opposed to actual account potential. Detailed data will inform you how you deploy resources and activate frontline teams. -
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JIFFY.ai
JIFFY.ai
Assemble engaging front-end, and fully autonomous middle-office and back-office segments for your processes real time. It’s easy, fast, and efficient. Empower your users to create innovations on the fly using AI, ML, IDP, and RPA, with minimal IT help at any stage. Eliminate repetitive work from mid & back offices to ensure timeliness, speed to market, & great customer experiences. Move beyond RPA to ensure F&A success and lead automation adoption across the enterprise from the front. Adopt automation to achieve high-level operational efficiencies in areas like planning, execution, and optimization. Ride the waves of disruption and grow faster by replacing manual operations and saving operational expenditure. From complex process automation, to continuous intelligent testing, to automated software development, we've redefined the way enterprises interact with technology. -
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Lative
Lative
Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.Starting Price: $10,000 per year -
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Enfusion
Enfusion
Enfusion is a leading global provider of native SaaS-based investment management technology solutions and services that enables clients to operate from a single golden source of data from the front-office to the back. A platform to boost agility, Enfusion delivers award-winning software, managed services and analytics to more than 500 investment managers and hedge funds from eight offices spanning four continents. All modules use the same background data model, eliminating the need to harmonize code streams and protocols. Portfolio managers, risk, and accounting continuously see exactly what the trading desks see, from market open to close. Front-, middle-, and back-office users can perform their functions and securely operate across desktop, web, and mobile user experiences. -
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Optimizely Opal
Optimizely
Optimizely Opal platform embeds advanced artificial intelligence across its Digital Experience Platform to help teams create, optimize, and personalize digital experiences with less manual effort and more strategic impact; at its core is Optimizely Opal, an AI agent orchestration and assistance system that connects context from across Optimizely One and executes tasks in workflows rather than just returning text responses, enabling teams to plan campaigns, generate content, build experiment ideas, analyze results, and guide optimization decisions with branded, context-aware AI agents. The AI capability spans content management, personalization, experimentation, analytics, and audience segmentation: it can suggest and auto-create experiment variations and test plans, summarize results with actionable recommendations, generate tailored digital content and messaging, and guide personalization based on real-time customer behavior and preferences.Starting Price: Free -
25
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. -
26
OpenCBS
Open Octopus
We offer affordable and flexible pricing structure enabling MFIs to benefit regardless of their size. Take your software to the next level by optimizing it to your microfinance environment. Tell us what you need and we'll make it happen! OpenCBS always takes into consideration the user throughout the entirety of the development process. OpenCBS Cloud is a flexible and scalable Core Banking System which can be deployed within weeks, rather than within months or years for legacy Core Banking Systems. OpenCBS Cloud has a very user-centric interface, allowing financial institutions employees to perform their tasks efficiently. Functionalities, including all key front-office and back-office features, make the system ideal for Microfinance Institutions, Cooperative Financial Institutions, Digital lenders and medium-sized banks. -
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Sprocket
Sprocket
Sprocket is able to leverage Artificial Intelligence to quickly provide the go-to-market support you need to dramatically improve your company’s pipeline and generate consistent, incremental, and predictable revenue. Know exactly the types of companies and customers that your organization should be prioritizing. Quickly adjust and optimize your strategic operational structure across your company to maximize revenue efficiency. Implement and improve processes that identify/review emerging revenue opportunities, structural alignment, and drive strategic collaboration. Sprocket was purpose-built after seeing companies time and time again struggle with go-to-market strategies and prioritizing profitability across departments. Investors and executives typically have high expectations and aggressive goals to satisfy when it comes to sales and revenue targets- especially for SMB and mid-market sectors. Sprocket is designed to identify gaps and opportunities. -
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Finicast
Finicast
Cost centers can directly input their numbers into a centralized platform. Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis. Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets. Model and forecast your financial statements inside of Finicast. Forecast revenue based on historical trends and a complete set of applicable business dimensions. Analyze sales performance by segment, product, and vertical to better forecast future bookings and needs. Import your historical data and add algorithms to create a consistent scoring and segmentation analysis. Maximize coverage and set quotas that are connected to your sales forecast. Incentivize sales activity by building plans optimized for teams, regions, and products. Forecast pipeline activity based on historical trends, current channels, budgets, and other applicable business dimensions. -
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SAP SuccessFactors Territory and Quota is a cloud solution that helps you implement efficient sales planning processes. Align quotas and territories with market potential to maximize your team's efforts, boost productivity, and achieve business results. Simplify financial and sales planning to optimize sales territories, deploy equitable and fair quotas, and maximize revenue. Cloud deployment for accelerated implementation. AI-enabled territory planning and modeling for optimization. Sales forecasting and quota management for continuous alignment. Visualization and mapping for real-time insights. Expand your market potential with AI territory planning that draws from your organization’s strategic KPIs to improve outcomes critical to your business. Improve the accuracy of sales plans and increase quota attainment using dual top-down, and bottom-up planning with expected and best-case scenarios.
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CentralStationCRM
42he
CentralStationCRM offers simple and smart CRM software for small and medium-sized businesses. All address and customer data at a glance. Including emails, notes, to-dos and appointments. Numerous filter functions help to optimally prepare your customer data for sales and marketing. Transparent overview of all activities including notification function. So all colleagues are up to date. Sales planning, reminders and task lists ensure efficient control. Clear functions and an intuitive design reduce the training time to a minimum. We have radically eliminated complicated processes and features that only large companies need. Browser-based and can be used with any internet-enabled device, including mobile. No installation necessary. Filter your contacts with one click based on self-created categories.Starting Price: €18 per month -
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Contemi Wealth Intelligence
Contemi Solutions
Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry. -
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REMIRA TIA A3
REMIRA
REMIRA TIA A3 supports you as software for sales & operations planning in all phases of product management with precise sales planning and forecasting. With TIA A3, you integrate the sales side into demand planning. This enables you to increase the sales success of your products and optimize planning and the entire procurement process, even in industries with fast-moving products. TIA A3 serves as the basis for resilient and holistic planning in your company. The software is based on our sales & operations planning approach, which brings the relevant departments to the same table, resulting in reliable planning. All the information is analyzed and processed by intelligent algorithms in TIA A3. The goal when using TIA A3 is to create a perfect balance between supply and demand. Our software supports you in optimally exploiting existing market potential and resources. You can identify winners and losers in your portfolio at an early stage, avoid out-of-stock situations, etc. -
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Opal
Opal
Opal is a security platform that enables organizations to scale least privilege, creating new ways for teams to work smarter. We believe access should be decentralized, self-service, and integrated with the technologies your team already uses. Remove bottlenecks. Delegate access requests to those who have the most context. More context = faster and better decisions. Intelligent automation. Let Opal handle it all, giving access when it matters most, sending automatic reminders, and removing access when no longer needed. Transparency matters. Be on the same page about who approves access, who has access to what, the status of requests, and more. Skip the game of telephone! Companies give out far too much access. Access is granted in a way that is overly coarse and often for an indefinite amount of time. Most companies have painfully manual and inconsistent ways of granting just-in-time access. -
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QVANTUM
QVANTUM
QVANTUM is an advanced cloud-based operational planning platform that enables businesses to streamline their financial, workforce, and sales planning processes. It integrates seamlessly with existing ERP, BI, and HR systems, allowing departments to collaborate effectively on a unified platform. QVANTUM offers powerful tools for predictive forecasting, cost center management, and ESG reporting, providing real-time data insights to support decision-making. The platform eliminates the need for Excel by offering customizable templates, automated workflows, and precise rights management to ensure compliance and data protection. Its intuitive interface, modeled after Excel, minimizes the need for training, while its scalable architecture adapts to growing business needs. Compliance is based on the precise assignment of rights and automatic backups. Connection to all common ERP, BI, and HR systems.Starting Price: €49 per month -
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LINEN Cloud
LINEN Cloud
Elevate your sales with our cloud-based Sales planning platform, an automation hub that seamlessly aligns your GTM strategy with your business objectives. Cut costs and boost efficiency with our user-friendly, 100% no-code modules. Fast-track your sales goals with pre-built capabilities and turn strategies into results faster than ever. Its sales planning is simplified and accelerated. Equitably design sales territories that maximize revenue, ensuring balanced workloads and optimized market coverage, and set your sales teams up for success. Ensure optimal alignment of your organization, account, territory, and product hierarchies for effective go-to-market execution. Equitably design sales territories that maximize revenue, ensuring balanced workloads and optimized market coverage, and set your sales teams up for success. Set quotas to increase achievement and keep sales teams engaged. -
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Advent Genesis
SS&C Advent
Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution. -
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Point
Point
Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows. -
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SalesOn
SalesOn
India’s top automatic invoicing system and field sales software. Routewise orders, and payment collection on the go using your smartphone. Real-time tracking of your sales activity, orders, GST invoices, purchases, and payments. Real-time tracking of your salesperson, invoicing, and payment management. Take orders, and collect payments on the field. Set sales plans for your sales team, and track their sales activities. Manage payables and receivables along with collected payments simply through the mobile app. Also, get outlet-wise outstanding payment summary for detailed analysis. Generate all the sales and purchase invoices and make GST return filing more convenient. Have access to accounting reports that help get a business overview and make strategic business decisions for business growth. Configure the application the way it suits you. Set the permissions you want to give to your salespeople. Set the default transaction states as per your needs.Starting Price: $24.36 per year -
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Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
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Prospero Suite
FINARTIS
Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.Starting Price: $1760/month/user -
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oneCommerce
oneCommerce
We help small retail brands and manufacturers go digital across Bharat with our FREE all-in-one business software. Live notification on receiving orders from your salesman or directly from stores and manage them easily on mobile. Accept and manage deliveries from the app. You can even assign to delivery persons and prepare automated van loading summaries. Share FREE professional GST invoice with buyers manually or automatically after order completion. Centrally organize and control your product information & pricing. Assign different pricing to different partners. Create your central directory of retailers, distributors and wholesalers with their customized profiling for sales planning. Monitor your product visibility and shelf-share. Supervise visual merchandising and brand signage remotely for retail execution. Enable field teams to collect competitor data, market information, product feedback & surveys using custom made forms.Starting Price: $41.35 -
42
Pitchable Analytics
RodeoCPG
With our team of industry experts and our Pitchable Analytics solution, we give brands the edge they need in today's profit-centric retail environment. Use Pitchable Analytics to take control of your data, unlock insights that save real money, and reduce data-processing time by 90%. Employ Rodeo's sales management team to get your brand onto more retail shelves and into more baskets. Allow Rodeo's operations experts to streamline your backend processes, saving you time and money. Identifying the addressable market. Pricing and positioning analysis. Identifying key contacts and reviewing timelines. Build out the sales plan. Utilize distributor datasets, POs, and POS data (if available) to uncover velocity. Monthly plan updates and strategy calls. Pricing and promotional adjustments to grow velocity. Expand the map to grow PDFs. Rodeo is reinventing how better-for-you brands grow in retail. -
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PCS Brokerage
PCS
An innovative solution specifically designed for the needs of investment firms. The investment market today is facing crucial challenges brought on by the industry’s slow recovery from the depths of the recession and the changing regulatory requirements for banks and dealers. In response, leading brokers are attempting to differentiate themselves through unique product offerings and their ability to leverage technology to gain operational efficiency and concentrate on providing better customer services. PCS offers ERP Securities, an innovative solution that completely covers the demanding business needs of financial institutions and brokerage firms regarding market events, and enterprise resource planning enabling the provision of qualitative and competitive services to their customers. PCS Brokerage is a user-friendly application that provides the ability to perform back-office processes. -
44
Smart Edge
Smart Edge Technologies
Smart Edge Technologies provides a unified AI automation platform designed to connect and streamline fragmented business systems into one cohesive environment. It addresses the common problem of companies operating multiple disconnected tools such as CRM, phone systems, accounting, and inventory software that “don’t talk to each other,” which often leads to manual data entry, lost leads, and operational inefficiencies. Its solution integrates customer calls, back-office workflows, sales processes, and legacy systems so data flows automatically without manual intervention. Core capabilities include automated data synchronization, intelligent workflow automation, real-time dashboards that provide a single source of truth, and customizable business logic to support complex operations. It also features sales automation tools such as lead scoring, automated follow-ups, pipeline visibility, and performance analytics to help prevent deals from falling through the cracks. -
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Modus Planning
Modus Planning
We provide the benefits of a platform while preserving the flexibility of a spreadsheet. Real-time, consistent, and scalable data architecture that answers your business questions quickly is achievable with Modus. A cloud-based platform is key when multiple departments need to collaborate and integrate data from across the business. With persistent change logs, snapshots, and notifications, you're no longer in the dark about how the forecast is changing. To create an ecosystem of applications that automate, optimize, and orchestrate how consumer brands' go to market. Every action in a brand is connected. To realize our vision, Modus needed to be designed to support every department. Point solutions for just one need don't have anywhere close to the same impact. With the sales plan impacting the demand plan, impacting the trade plan, you never miss a beat. Sales planning at the retailer level. Plan new item launches, promotions, discontinues, and costs of sales. -
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Securrency
Securrency
Securrency is powering global digital assets marketplaces with compliance-aware tokenization, as well as account management services, liquidity settlement, analytics, and reporting for asset issuers, brokers, exchanges, and banks. Our blockchain-based, institutional-grade capital markets platform is designed with a unique, patented compliance-aware token framework. It meets the high regulatory, liquidity, and performance requirements of market-leading financial institutions. Tokenize any asset with the industry's most comprehensive, patented compliance technology, expand investor access, and unlock the value of digital assets with Securrency’s capital markets platform. Asset managers, banks, broker-dealers, wealth managers, and marketplace operators can accelerate their adoption by tokenizing any asset in a compliant way. Blockchain-enabled digital assets are the future for public markets, bringing greater efficiency and automating compliance. -
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MindQube
Polymorphic Software
The CRM that adapts to the reality of your company. The center of gravity of any company is the commercial area, dedicate it the importance it deserves. Visualize the traceability of your operations intuitively through graphical interfaces, MindQube Sales earns your trust and does not disappoint you. Design your sales plan, and establish indicators to evaluate your results and make corrections in advance, avoid failures in your projections. See the reflection of the reality of the business in graphics, it has never been so simple, carry out analysis and propose strategies, based on relevant and functional information for the achievement of your objectives. The business environment is always uncertain, despite all the information you have, the difference is made by those who react faster to changes. Marketing supply chain android angel inves tor leverage scrum project seed round valu proposition long tail agile development mass market. -
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Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
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Academia TMS
Serosoft
Academia TMS is a unique software for training/coaching institutions, it helps and assists training institutes to provide better, more systematic, and streamlined operations leading to effective, controlled, consistent, and managed operations that trigger growth and efficiency in the institution. -
50
Gradient Works
Gradient Works
You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.Starting Price: $200 per month
