Alternatives to OptifiNow
Compare OptifiNow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OptifiNow in 2026. Compare features, ratings, user reviews, pricing, and more from OptifiNow 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
ShareCRM
ShareCRM
ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business. -
3
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
4
Pipeliner CRM
Pipelinersales Corp.
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite. -
5
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 -
6
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 -
7
SalesNOW
Interchange Solutions
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.Starting Price: $24.95/month/user -
8
Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
9
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
10
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
11
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 -
12
Outreach
Outreach
The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics. -
13
LeadIQ
LeadIQ
Helping sales reps win. LeadIQ makes prospecting easy, fast and most of all... fun! Our mission at LeadIQ is to empower sales teams to prospect smarter. Build lead lists in minutes, not days. Ditch the old database and research prospects first to build a more meaningful connection and close more deals. Our flagship product, the LeadIQ Chrome Extension makes prospecting outside the CRM super easy, while eliminating data entry for reps. Research your prospects, get up to date contact data, and push it into your favorite sales tools. Built for developers, access one of the world's largest B2B datasets of prospects via our business intelligence API. Add contact data, company info and social media info into any technology with a few lines of code. An entrepreneur's best friend. Use Scout if you work in sales, run your own startup, or are trying to reach out to anyone. Our free extension gives you access to millions of people's email addresses as you browse company websites.Starting Price: $45 per user per month -
14
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
15
Marketing Optimizer
Marketing Optimizer
Marketing Optimizer is an all-in-one marketing automation platform that empowers sales organizations to generate more leads and close more deals. The platform integrates a wide range of tools to help sales teams win, including A/B and split testing, call tracking, lead management, campaign tracking, email marketing, and more. It also integrates with leading website testing, web analytics, and landing page optimization software.Starting Price: $33.00/month/user -
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CentraHub CRM
CentraHub
#1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.Starting Price: $10 per user per month -
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SalesSeek
SalesSeek
SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.Starting Price: $48 per user per month -
18
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
19
Sugar Sell
SugarCRM
Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.Starting Price: $40 per user per month -
20
GlassHive
GlassHive
GlassHive is an innovative sales and marketing app for IT service providers. Users have access to easy-to-use CRM marketing automation, sales and marketing management, and sales enablement tools. GlassHive was developed by team members who have worked alongside managed service providers (MSPs) of every size to help clear bottlenecks pertaining to visibility, accountability, and manual data management. Let GlassHive help you simplify marketing and sales processes through platform unity today.Starting Price: $49/month/user -
21
Platformax
Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.Starting Price: $9.99 per month -
22
Vogueboard
Vogueboard
Vogueboard's cloud-based B2B eCommerce platform connects building material suppliers with motivated buyers for increased online visibility, client engagement, and sales opportunities. Vogueboard users have instant access to the tools needed to attract new customers, develop relationships, and digitize the entire B2B sales process for a completely paperless transaction experience. Vogueboard's SaaS technology eliminates the need to download and oversee an inconvenient hardware installation. Automate your sales processes to create building materials pricelist, manage your product data, and process orders to edge out the digital competition. Develop your digital storefront, display your merchandise for customers to view, and quickly purchase, and seize online sales opportunities. Build and manage customer relationships using our intuitive CRM explicitly designed for manufacturers and distributors of building materials. -
23
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
24
ezTask.io
AppiVa Software
Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.Starting Price: $19/month/user -
25
Kylas
Kylas
Kylas is an enterprise-grade Sales CRM software that is uniquely designed and engineered for SMBs. The product helps small and medium businesses to streamline their sales efforts, engage with customers effectively and grow faster. Kylas offers the following at a flat cost of INR 12,999/month. 1. Unlimited User Licenses 2. Unlimited Features 3. Onboarding & Training by CRM Experts. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline. Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.Starting Price: ₹12,999 / Month -
26
Onpipeline
Onpipeline Technology
Your sales team needs a better CRM! Onpipeline™ is a great CRM that allows your sales reps to easily manage sales, contacts and activities. They can integrate emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Lead and Deal management software with a simple interface that really helps salespeople! Easy to use and fully customizable to fit your business needs. Marketing automations allow you to save time on recurring tasks. All accounts with unlimited storage, contacts and users. Immediate access. You can get started in 2 minutes or less. You can add new contacts and deals from emails, web forms and our API. Also, you can activate and track 3rd party sources and control their access at anytime. Drag and drop your deals into the next stage! You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team. -
27
Calldrip
Calldrip
What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.Starting Price: $99.00/month/user -
28
WeSuite
WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.Starting Price: $69.95 per month -
29
JeffreyAI
JeffreyAI
JeffreyAI is an AI-driven business automation software designed to enhance sales and marketing efforts. It offers solutions for lead generation, email automation, social media posting, WhatsApp marketing, and SMS marketing. Additionally, it provides tools for organizing workflows, engaging clients through dynamic capabilities, and automating various tasks to transform business strategies. By integrating advanced AI features, JeffreyAI aims to streamline operations, improve efficiency, and drive business growth, allowing users to focus on relationship building and deal negotiations. * Marketing Automation * Sales Automation * CRM (Customer Relationship Management) * Email Marketing * Social Media Management * SMS & WhatsApp Marketing Tools * AI Sales Assistant * Workflow Automation * Business Intelligence * Conversational Marketing * Lead GenerationStarting Price: FREE -
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OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
31
Xapsys CRM
Xapsys
The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.Starting Price: 20 GBP / user / month -
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SalesFlow
SalesFlow
The safest, and most remarkably effective, LinkedIn Automation platform to generate quality leads fast. Built for Agencies, Sales Teams & Growing Start-ups. Turn your LinkedIn profile into a lead converting sales machine, our simple to use and advanced features enable you to automate and close deals faster! We’re a future-thinking Sales Engagement platform that has been in the game for 5+ years. Our solution has helped users scale & develop their revenues by providing an affordable way to generate leads. We power over 6,000+ B2B companies and 300+ agency partners in generating over 500K+ in new leads & opportunities! Automatically grow your network & connect with the right people. You can run multiple connection campaigns simultaneously. Set up an unlimited number of follow-up message sequences to triple your conversion rate using our reply-detection feature.Starting Price: $70 per user, per month -
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Kronologic
Kronologic
If you have 100+ marketing leads per month, you can increase your sales with Kronologic - the worlds first Virtual SDR technology and calendar-first sales engagement platform. Our AI-driven tech engages leads in seconds on your reps behalf and schedules them in the calendar. Use Kronologic for - Demo Requests and Chatbot leads - Webinar and Virtual Event leads - Cross-sell, upsell, and Freemium conversion leads - ABM leads, SalesLoft, and Outreach leads. Seize opportunities and schedule conversations while revenue teams focus on what they do best: building relationships. Maximize that investment you've made in generating leads. Get more at-bats, freeing your sales team from the burden of calendaring. Ensure your customers get the 1x1 attention they need. Easily view and manage your entire organization, a team, or a single user from one convenient location. Full visibility for leaders, zero work for front-line reps. -
34
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. -
35
SigzenSFA
Sigzen Technologies Pvt. Ltd.
SigzenSFA: Automate Your Sales is a cutting-edge Sales Force Automation (SFA) app designed to streamline and optimize your sales operations. Whether you’re managing leads, planning field activities, or tracking real-time performance, this app empowers your sales team with tools that simplify processes and drive results. Say goodbye to manual tasks and outdated systems—SigzenSFA delivers everything you need to manage your sales pipeline, improve productivity, and achieve your sales goals. Versatile Modules for Every Sales Need SigzenSFA is built with a range of versatile modules to cover every aspect of your sales process: ✅ Customer/Lead/Opportunity Management: Seamlessly track and manage customer data, leads, and opportunities in one place. ✅ Tour Planner: Effortlessly plan and organize multi-day sales tours for optimized productivity. ✅ Field Activity Management: Monitor field tasks, attendance, and on-site activities in real-time. -
36
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
37
OIS iMobile
OIS
OIS iMobile is the next generation software (iPad/iPhone) for sales force automation, van sales, store calls, merchandising and in-store audits. No more faxes, phone calls or emails to keep communication between the field and the main office. Quick access to customer history data for successful pricing negotiation. Better control of route sales representatives through metric analytic tools and GPS tracking. The OIS Basic and OIS Pro are both natively designed apps. Ready for sales order taking, whether your team prefers iOS or Android mobile or tablet devices. We realized that "Off the Shelf" applications were not good enough or too expensive for most of our clients. Consequently, we began to think outside the box to come up with an innovative and cost effective solution. -
38
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
39
Workpex
Workpex
Workpex is a cloud-based sales and lead management platform designed to streamline sales processes and enhance team productivity. It offers features like lead and customer management, follow-up reminders, call tracking, and real-time performance reports. With seamless integrations and mobile optimization, Workpex empowers businesses to manage their sales pipelines efficiently and effectively.Starting Price: $16/user/month -
40
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
41
PersistIQ
PersistIQ
The sales engagement tool with the simplest, cleanest interface. Sales is hard. PersistIQ is easy. With PersistIQ, anyone can send personalized email sequences in under a minute. PersistIQ is self-serve. The best part? Try PersistIQ for free. 14-day free trial. No credit card needed. Achieve mastery in minutes. A system that’s easy to navigate. Designed to save your team 10 hours/week. PersistIQ has zero onboarding complexity. Zero bloat. Sales automation tools are terrible. We know that. They are clunky and slow. Your sales team hates them. And instead of solving problems, they become the problem. So we did something different. We took away the junk. And focused on the key features your team actually uses day-to-day to prospect, stay organized, and move deals forward. PersistIQ is self-serve. PersistIQ makes your sales emails more personalized. At scale. The key to better response rates is relevancy and personalization. You need to sound like a human, not a robot.Starting Price: $59.00 per user per month -
42
Exceed.ai
Exceed.ai
Exceed.ai helps marketers boost their SQL conversion rates through the roof – and here is how: Our AI-assistant works alongside your team and engages with every incoming lead, attends to every inquiry and qualifies your leads at scale, in real-time with a personalized human-like, two-way conversations over Email, Website Chat, and SMS. When qualified leads are ready to talk to a human, the AI assistant automatically loops in sales and books a meeting directly on your rep’s calendar. Exceed integrates with your CRM and automatically updates your marketing automation platform with the latest lead status when leads are qualified, change jobs, leave the company, not the right person, or ask to be contacted at a later time. Companies such as LTSE, SugarCRM, Hearst, Monday.com are exceeding their goals using Exceed.ai. -
43
Adobe Marketo Engage
Adobe
Adobe Marketo Engage is a powerful, scalable and marketer-friendly marketing automation solution that enables brands to create a global marketing COE to orchestrate and execute cross channel campaigns across buying journeys. It helps improve buyer engagement and conversions by personalizing content based on buyer signals, behavior & AI to create tailored journeys for individuals and teams. It aligns strategy, messaging and execution across marketing and sales by sharing customer engagement data & insights between them; increasing sales productivity. It optimizes marketing impact through out of the box dashboards, customizable reports and multi-touch attribution. It connects new data sources without extensive IT support, creating a central hub for customer intelligence to improve efficiency, ROI and customer experience. -
44
PRX CLOUD
Mexel Technologies
PRxCloud is a revolutionary cloud-based sales and marketing automation software for Pharmaceutical Marketing & Distribution companies. It is designed to simplify marketing, sales, and daily operations and to empower medical representatives by helping them plan better and maximize sales. Native IOS and Android Mobile App, designed with the philosophy “Focus Right! Work Smart!!”, is extremely user-friendly and convenient. The App has offline capabilities which ensures that there is no interruption during work. It improves productivity of field force by leveraging easy-to-use features such as daily activity reporting, tour planning, assigning targets, expense management, order booking, e-detailing, gift/sample management, RCPA competitive analysis and GPS tracking. Our customers can choose to subscribe PRxCloud in SaaS model or opt for an enterprise license. For enterprise licensing we do offer option of private hosting or in house hosting. -
45
Corefactors AI CRM
Corefactors
Corefactors AI CRM is a RevOps enabled CRM to help business break silos between teams and automate revenue operations that includes Sales, Marketing, Support and Success. Key Features include lead management, Inbuilt cloud telephony, Marketing Automation across multiple channels, Pipeline Management, Robust Ticketing system, Task Management and AI Powered alert/triggers and Customized Reports to help make informed decisions efficiently and grow faster. Sales Box is cloud based RevOps-enabled Sales CRM powered with AI, crafted to help business automate sales processes. Now manage leads efficiently and effortlessly at scale without missing any opportunities. Powerful dashboards with AI-based predictive lead scoring to help sales team prioritize and predict future sales.Starting Price: $8.99/month -
46
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
47
Distrobird
Distrobird
Distrobird is an all-in-one sales automation platform designed to streamline various sales tasks under one roof. It offers a free plan with unlimited users, making it attractive for startups and small businesses. Here's a breakdown of its key features: Multi-channel communication: Distrobird allows you to manage emails, calls, SMS messages, and web chats from a central location. Sales automation: Build automated email and SMS drip campaigns to nurture leads and close deals efficiently. Cloud-based phone system: Distrobird integrates calling functionality, including features like call routing, recording, and analytics. Shared inbox: Manage group inboxes for teams like sales@ or support@ collaboratively. Form tracking: Capture and qualify leads from website forms automatically. Overall, Distrobird helps sales teams improve their outreach, engagement, and productivity by centralizing communication and automating repetitive tasks.Starting Price: $50 per user per month -
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Lead Liaison
Lead Liaison
Lead Management Automation™ helps sales and marketers do their job more efficiently and build stronger relationships with customers, prospects, and partners. Our marketing automation platform helps companies create marketing qualified leads and turn them into sales qualified leads. Integrated marketing tools make it easy to create omni-channel marketing campaigns, both offline and online, and set up key business processes. The platform is optimized to help your sales and marketing teams build better relationships with prospects, customers and partners while boosting productivity. Learn more about how to make marketing automation a part of your strategy here. Create trackable content, images, emails, landing pages, and more! Easily nurture leads through the workflow, shorten sales cycles and increase deal sizes. Create trackable videos, measure video marketing ROI, boost conversions and send out video emails.Starting Price: $250.00/month -
49
Clearbit
HubSpot
Data to power your entire business. Clearbit is the marketing data engine for all of your customer interactions. Deeply understand your customers, identify future prospects, and personalize every single marketing and sales interaction. Rely on fresh, accurate data with our proprietary real-time lookups. Then act on new information immediately, with sales alerting and job change notifications. Get company attributes like employee count, technologies used, and industry classification—and get employee details like role, seniority, and even job change notifications, right at your fingertips. With our dataset and machine learning algorithms, you’ll have all of the information you need to convert leads and grow your business. Get the right data directly into the tools you already use. We built Clearbit from the ground up to integrate right into your existing stack, providing uniform, seamless data across your sales, marketing, and analytics teams. -
50
SalesWorx
Unique Computer Systems
Mobile Sales professionals need up-to-date information and critical facts and figures anywhere, anytime. Making your sales force more productive and streamlining sales force processes will increase sales, increase efficiency, and decrease costs, thus creating a competitive advantage for your business. Mobile Sales Force Automation is a key requirement for fast-moving businesses today. Unique Computer Systems' integrated solution for mobile field sales can increase your field sales representatives' effectiveness and productivity while reducing their downtime, by providing faster, easier and up-to-date access to their business critical information on enterprise systems, corporate databases and applications.
