Alternatives to Rattle
Compare Rattle alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Rattle in 2026. Compare features, ratings, user reviews, pricing, and more from Rattle competitors and alternatives in order to make an informed decision for your business.
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1
Clazar
Clazar
Clazar is the leading Cloud Sales Acceleration Platform, built to help cloud GTM teams scale revenue across the AWS, Microsoft Azure, and Google Cloud marketplaces. Clazar streamlines the entire cloud marketplace sales journey, from listing and offer management to co-selling, metering, and revenue reconciliation, all from one unified platform with zero operational overhead. With seamless integrations into Salesforce and HubSpot, Clazar enables sales, partnerships, RevOps, and finance teams to run marketplace and co-sell motions directly from their CRM. Companies can launch listings faster, create private offers in minutes, manage contracts end-to-end, and gain real-time visibility into pipeline, billing, and cash flow through powerful analytics dashboards. With robust governance controls, enterprise-grade security compliance, and an embedded automation builder, Clazar is trusted by 300+ high-growth leaders like Pinecone, Perplexity, Confluent, Supabase, and Secureframe. -
2
Guru
Guru
Guru is the AI Source of Truth for your company. It’s an AI knowledge platform that connects everything your teams know—across chats, docs, and apps—into one trusted layer that delivers cited, permission-aware answers everywhere you work. Guru automatically connects to tools like Slack, Teams, Google Drive, Confluence, Salesforce, Zendesk, and more, so employees and AI assistants can access verified knowledge directly in their workflow. Every answer shows where it came from, inherits existing permissions, and stays accurate automatically through built-in verification and expert updates. By connecting knowledge, making it accessible everywhere, and keeping it trustworthy automatically, Guru eliminates manual searches and ensures everyone—human or AI—works from the same truth.Starting Price: $25 -
3
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
4
TigerLRM
TigerLRM
TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more. With TigerLRM, you get: Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database. Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook. Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses. Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.Starting Price: Free -
5
Lucy
Lucy
Lucy's AI-powered knowledge management makes it easy to find what you need to know when you need to know it. She reads and learns all of your organization's accumulated knowledge from the places it lives. She reads and understands written reports, PPTs, PDFs, graphs, videos, and audios. She connects to third-party data sources for their insights. Lucy's integration with Slack and Microsoft Teams makes it easy for members of your team to ask questions that can be answered from your accumulated knowledge. Ask her what you are looking for, and she will help you find the answer, and she identifies other possible answers if you need a different level of insight. Lucy will read and absorb every piece of information you want her to when she joins your team. Lucy never leaves, never forgets, and is gets smarter every day. -
6
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.Starting Price: $49/month/user -
7
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
8
Momentum
Momentum
Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.Starting Price: $69/user/month -
9
Troops
Troops
The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects. -
10
Personas
Personas
Spend 50% less time prospecting - and get better results. Increase qualified meetings, reduce time prospecting, and increase revenue by targeting your company’s specific personas. Keep your outbound engine running. The highly-targeted lead gen platform that integrates with all of your sales tools. Only source leads that match your ideal customer persona. Based on filters like company size, technology usage, social profiles, department sizes & more. It then pushes them directly into your personalized sales engagement campaigns. Eliminate tasks that steal hours from your sales reps. Ditch the spreadsheets. No more list cleaning and lead deduplication. Personas saves reps 10-22 hours per week compared to old-school manual lead selection. A single integrated platform for lead management. Personas syncs bi-directionally with Salesforce, HubSpot, Outreach & more to ensure your lead data is always up to date everywhere. It never sources leads you already have in your CRM.Starting Price: $500 per month -
11
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
12
AskElephant
AskElephant
AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.Starting Price: $99 -
13
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
14
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
15
ColdStack
ColdStack.co
Stop losing deals in the 2-hour window between lead reply and your response. ColdStack brings every cold email reply from Instantly, Smartlead, and EmailBison into a single Slack channel where your team can see and act instantly. Each reply triggers a real-time notification with full engagement context—who opened what, when, and how many times. Your team replies directly from Slack, and ColdStack syncs everything back bidirectionally to your source platform. No more toggling between dashboards, Gmail, and Slack. Built for cold email agencies and sales teams who live in Slack. Mobile-ready through Slack's app. -
16
Kiite
Kiite
Move aside, huge documents and buried content. Give your team the best knowledge, at the right moments, without all the digging. Kiite’s AI-enriched Playbooks™ let you remix your favorite resources and hacks with your best company content in a personalized hub that moves as fast as your team does. Toss the fluff and get right to the in-the-moment micro-content your team needs the most. Now you don't have to remember where that PDF or presentation is stored. Search globally across popular repositories, like Google Drive, Salesforce, Microsoft OneDrive, or Dropbox, to quickly find what you need. Create your own workspace and start unlocking your team's best knowledge. Take your selling game up a level with Playbooks™ from the experts ClozeLoop's Playbooks™ for Account Executives is quintessential. Advance your sales career with Playbooks™ from the tech sales career experts Uvaro's Career Advancement Playbook™. -
17
Crossbeam
Crossbeam
Find and connect with the companies in your partner ecosystem in just a few clicks. If they’re not on Crossbeam yet, we’ll roll out the red carpet and get them onboarded at no cost to you or them. Say so long to spreadsheets and hello to data-driven partner intelligence. Connect with a partner and start account mapping to get updates on overlapping customers, shared pipeline, and more. Use your partner ecosystem as a secret weapon to activate new leads, advance opportunities, and close deals. Communicate and organize your efforts using Slack, Salesforce, and the tools you already use every day. Enrich existing sales, marketing, and customer success platforms with partner insights from Crossbeam. From ABM tools to ETL pipelines, our integration marketplace gets your data to places where it matters most. -
18
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
19
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
20
CT Mobile
Customertimes
Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more. -
21
Abaav Performance
Abaav Software
Supercharge your metric-driven sales team. Increase sales and improve productivity by focusing on actionable behavior. A native Salesforce application. A quick snapshot of how you or your team is doing. The scorecard tells you which metrics you need to focus on and your historical performance. Create some healthy competition with an inter-team challenge or cross-team competition. Track the progress of the competition on a TV or your Dashboard. Motivate, drive, and encourage your sales team with real-time performance analytics broadcast on the TV. Take the admin work out of coaching sales teams. Metric-driven and qualitative 1:1’s. Drive a sustainable culture of high achievement. Keep your organization and sales team aligned with bottom-up goals. Fully customized user targets, metric weights, and time frames. Get answers regarding your metric-driven sales team right in your inbox. Schedule a daily email on your team’s activity or notification whenever your team closes a large deal.Starting Price: $30 per month -
22
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
23
Demand Inc.
Demand Inc.
AI-enabled sales development, We've won $6B in client pipeline. Trusted by the world's best companies (E.g., Salesforce, Live Nation, Google, AWS, HP, 100+ VCs, 200+ startups, and 40+ NFL, MLB, NBA, NHL, NASCAR teams) — we book the most sought after meetings. Our AI and 30+ person research team has added 22M contacts to our client's CRMs. We specialize in building target contact lists that match your exact ideal customer profile (ICP). We programmatically validate email addresses before we reach out and see less than a 1% bounce rate. Our copywriters shipped 4 million messages last year and specialize in writing in a human-natural tone (e.g., not tone deaf). We do this for both email cadences and Linkedin messages. Concise, non-salesy messaging is our speciality. We A/B test everything and embrace iterative optimization. Our business development team, who will lead your outreach efforts, has driven $6B+ in pipeline and $2.7B in exits. -
24
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
25
Masset.ai
Masset
Version control let's you update old, off brand and inaccurate assets with just one click. Plus Masset notifies everyone who's downloaded, shared, or even just viewed the asset about the changes. Now you can find your content without ever leaving Slack. Simply type in a quick search and you can view, download and share your content directly from Slack. Build personalized content rooms directly in your CRM. Interaction with that content tracks in HubSpot or Salesforce and all content analytics go straight to the marketing team. Not only can you link to outside assets to have them centralized in one place, but you can do it in bulk via .CSV upload. Content builds up over time and will eventually become outdated. Content flagger let's anyone in your business flag content that needs to be updated so your database is accurate as can be. Now you can finally see what content is and isn't being used by your organization. Marketing doesn't get enough feedback about their content. -
26
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
27
InsideSales Playbooks
InsideSales
The #1 enterprise sales engagement platform for revenue teams. Connect your sellers to buyers faster. It transforms sales engagement software beyond cadence with AI powered by Real Data™. Build more closable pipeline and expand customers more effectively. Create meaningful conversations with prospects and customers to accelerate revenue results. Playbooks goes beyond a traditional sales auto dialer or sequencer. It doesn’t just help your team do more, it helps them do more of the right things. Reps are provided with additional contacts and recommendations of who, when, and how to reach out—making their efforts more effective. Leadership is provided with valuable insight into their remote sales team to see what’s working and what isn’t. -
28
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
29
Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
30
bao
bao solutions
bao supports team leaders and sales reps at each stage of the sales pipeline. Guidance with playbooks and instant objection handling. Real-time documentation and flexible CRM integration. Dashboard with conversation as well as aggregated sales process analytics. GDPR-compliant. Get on the quest for the perfect sales conversation with bao! Your individual playbooks give guidance and structure for each stage in your sales process from the cold call until contract negotiation. Playbooks are customized to organizational and individual preferences. Cheat sheets on most common objections help even experienced sales reps to reduce mental load and focus on the most important: your customer. bao eases up real time note taking during the conversation. It saves a tremendous amount of time and effort. Quality of documentation increases dramatically. More relevant information on your customers increases closing rates for long term sales cycles.Starting Price: $95 per user per month -
31
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
32
Invisory
Invisory
Whether you’re an independent software vendor (ISV) who is new to cloud marketplaces or looking to scale across multiple marketplaces, Invisory is your GTM secret weapon for faster and more efficient results. Drive success on Salesforce, Azure, and AWS with less time and fewer resources. Invisory helps align your unique value proposition messaging and selling strategy with your cloud ecosystem(s), enabling you to sell, co-sell and go to market through multiple leading cloud marketplaces effortlessly. Track, manage, and optimize your co-selling opportunities. Benefit from automated deal registration, playbooks on gaining the attention of cloud marketplace sales teams, and GTM templates like solution sheets and sales decks. And we align with your sales process through integrations with Salesforce or Hubspot. -
33
Salesvue
Salesvue
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.Starting Price: $120 per month -
34
Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month -
35
Zero Keyboard
Zero Keyboard
Track sales activity and enter CRM data effortlessly, with the Zero Keyboard platform & mobile apps for Salesforce. Take a picture of a card and our scanner app accurately reads contact details and company information. It maps them to the correct fields in Salesforce Contacts and Leads, even when you’re offline. You can check the business card data before uploading and add any custom or required fields which were not on the business card. You can even add a memo by typing or using our Speech-to-Text voice recognition. The data is securely sent through our native Salesforce integration. No internet connection? No problem! The app queues the data for uploading the next time you are connected to the internet.Starting Price: $10 per month -
36
SalesWings
SalesWings
SalesWings is a powerful buyer intelligence and sales enablement platform designed to help marketing, sales, and agentic teams deeply understand customer intent. It captures behavioral data and converts it into actionable insights that identify the hottest leads and most promising accounts. By integrating seamlessly with tools like Salesforce, Braze, Segment, and Slack, SalesWings delivers real-time scoring and engagement alerts directly where teams work. Its AI-driven Sales Copilot empowers sales reps with personalized next-best actions to close deals faster. Marketing teams benefit from intent data that aligns campaigns with genuine buyer interests, ensuring every message resonates. With SalesWings, teams move beyond guesswork and operate with a shared understanding of how to win buyer trust. -
37
Vablet
Vablet
Leverage an all-in-one sales enablement platform to reduce barriers and boost sales performance. Our platform delivers solutions for any business—from growing organizations to complex, highly regulated global companies. It helps salespeople sell more effectively, marketers manage and track usage of content, and organizations achieve a better sales-marketing dynamic. vablet works on any device—online or offline—and is easy to use and affordable. You can also seamlessly integrate vablet with Salesforce and customize automatic updates to reduce manual work. Unleash the potential of your sales force with vablet! Win more deals using interactive presentations, fillable forms, and AI-driven content recommendations (and, you’ll work faster with the Salesforce integration.) Solve document control and management challenges with a central digital content library available from any device, with or without Wi-Fi.Starting Price: $20 per month -
38
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
39
roombriks
roombriks
Automate your meeting notes with roombriks, your AI-powered scribe. For pitches, discovery calls, back-to-back meetings, and beyond, roombriks takes note-taking off your plate. While you stay engaged, roombriks is hard at work transcribing the conversation. Once the meeting ends, the highlights and details that matter most are organized automatically into the format of your choosing. That’s all without any bots. Instead, roombriks connects seamlessly to the platforms you’re already using. From there, sharing is a cinch. With a single click, you can keep key stakeholders, colleagues, and company leadership in the know. Questions about the meeting? No problem. For an instant answer, just ask roombriks as if you were messaging a coworker.Starting Price: 14 -
40
Knowz
Knowz
Knowz AI delivers a unified enterprise platform that instantly answers questions, automates workflows, and secures organizational knowledge across every business tool. Ring-fenced by design, it provides compliance and governance with SOC 2, ISO 27001, HIPAA, and GDPR certifications and can be deployed on-premise, in private, or GovCloud environments. Its AI Search adapts to your company’s terminology, integrates with Google Drive, SharePoint, Salesforce, SAP, Workday, Slack, Zoom, and over 1,000 other systems, and auto-classifies, approves, and distributes documents without manual effort. Workflow Automation lets you power AI-driven approvals for HR, legal, and IT tasks, auto-generate reports and compliance summaries, and trigger enterprise-wide actions, like updating Salesforce, approving policies, or notifying teams directly from the platform. Embedded Genius Mode offers live fact-checking, recursive multi-step reasoning, AI voice coaching in meetings, and on-demand insights.Starting Price: Fre -
41
Avnio
Avnio
Designed for B2B organizations who want to increase win rates, process more responses, and gain greater insights to enable better decisions and a differentiated customer experience. With 'Avnio automation' we’re closing the gaps in the sales cycle. Whether you want to deliver perfect proposals with the Avnio Response Cloud, maximize the value from your Salesforce data with Avnio Tables, or receive answers on-demand, wherever you are with The Avnio Assistant, we’ve got the solution. Machine learning, GPT, and natural language processing sit at the heart of our solutions. Every action taken helps Avnio to build intelligence and accuracy giving you time to focus on what really matters - your customers. Avnio has been a remote company since day one, that’s why collaboration is hard-wired into everything we do. All of our solutions were created to work with your favorite apps such as Slack, Teams & Salesforce Chatter. -
42
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
43
vPlaybook
DSG Consulting
With vPlaybook you can deliver a video-based experience for your salespeople to improve performance. We can help turn your static sales enablement and training content into engaging learning material with videos of top performers and thought leaders demonstrating what good looks like. Effective sales playbooks and training materials should not be large PDF files or PowerPoint decks filled with endless amounts of text. Playbooks should be designed to serve the modern salesperson, that is, be accessible from anywhere, designed to be interactive, show the most current content, and include engaging video. With vPlaybook’s resource drawer you can easily provide recommended sales assets based on playbook section. Store any type of file (PDF, PowerPoint, Word, etc.) and make it available immediately to your team. vPlaybook is a sales-friendly enablement solution focused exclusively on sales conversations. Use vPlaybook’s platform, video production, and design services. -
44
TheySaid
TheySaid
TheySaid is the everything app for feedback—powered by AI and voice—to help teams gather, analyze, and act on feedback faster and smarter. With TheySaid, you can conduct AI-driven interviews, surveys, user tests, and polls that go beyond static forms to uncover the “why” behind every response. The platform centralizes all your feedback in one intelligent dashboard, where AI summarizes insights, detects themes, and recommends next steps. From onboarding and customer experience to lost-deal analysis and product research, TheySaid adapts to any use case. Features like 2-way voice feedback, AI-assisted forms, usability testing, and conditional logic make participation seamless and human-like. Integrations with HubSpot, Salesforce, and Slack ensure your data flows directly into existing workflows, while enterprise-grade security keeps everything protected.Starting Price: $49 per month -
45
SyncApps
Cazoomi
We make bidirectional data integration simple. All your business data is synced between key software, without hours of data entry or tracking down your colleagues. Have your Sales, Marketing, Support, and Finance team all on the same page. Use eCommerce too? We integrate the software your entire team uses today, bidirectionally. Get bidirectional marketing automation integration for your Salesforce sales teams and view your Mailchimp marketing executives delivered directly to you. Experience marketing automation integration for your NetSuite sales team and Mailchimp marketing team, delivered straight to your dashboard. Take a look at how fitness businesses worldwide are solving their data integration issues with Mindbody to Infusionsoft by Keap data syncing. Integrate Constant Contact for Salesforce to see marketing metrics flowing in real-time. With SyncApps you can seamlessly integrate your Cloud, On-Premise or Plug-in apps with your CRM, Financials, Marketing, eCommerce, etc.Starting Price: $49 per month -
46
Knock2
Knock2
Knock2 is a platform designed to transform anonymous website visitors into actionable sales opportunities. By identifying and enriching visitor profiles, it enables businesses to engage potential customers through personalized email campaigns and AI-powered chat interactions. The platform offers seamless integrations with tools like HubSpot, Salesforce, and Slack, ensuring efficient data flow across systems. Knock2 caters to sales, marketing, and customer success teams by automating outreach and enhancing engagement strategies. Users have reported increased pipeline coverage and improved sales processes, highlighting the platform's effectiveness in capturing and converting leads. -
47
Cliently
Cliently
Use real time engagement to increase revenue. Timing has never been more important for your sales team. Create automated flows or send instant actions in under 60 Seconds. Your team will spend less time and energy on manual tasks and more time on responding to real prospects. Allow your sales and marketing team to create amazing experiences for your leads to help increase engagement by as much as 50%. We make it easy to search and manage your leads. You can search your active leads, and also search for new leads in our lead database. Looking for an amazing outreach automation tool? Cliently goes beyond email with both electronic and physical engagement options. Build your playbooks to match your process, add task reminders, call reminders, a reminder to engage on LinkedIn and more. Never miss a step to close the deal. Once your contacts are added to a flow, all emails will be visible in the Cliently lead card, making it easy to work from one place.Starting Price: $39 per user per month -
48
Intelliverse
Intelliverse
Intelliverse’s Open Network (ION) is a cloud-based Telephony application platform developed by Intelliverse Labs. The Infrastructure is built for high-volume and low-latency so you can scale fast while maintaining fidelity. Customers also connect their software to ION programmatically to make and receive phone calls, perform other telephony functions using its web service APIs. A Sales Dialer for Salesforce and Microsoft Dynamics CRM that enables you to have more meaningful conversations. An Appointment Setting Service that helps you build an effective sales pipeline with qualified leads and appointments. An Email Tracker that provides real-time notifications to track when emails are opened and know their location for sending timely follow-ups. A cloud Voice Messaging System integrated with Hosted PBX and SIP trunking to improve the productivity of your sales teams and maximize savings. -
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Crescendo
Sependa, Inc
Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.Starting Price: $12.00/month/user -
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Modern Sales
Modern Sales
Modern Sales is the AI email generator that helps you book more meetings, automatically. We use AI to write personalized messages, enabling you to engage more prospects in less time. Using the top AI models, we respond to emails automatically, and never get things wrong. Our AI does all the work. You just sit back, relax, and get high-quality meetings scheduled on your calendar. Our AI can message 1000x as many leads as a human. It also never makes typos or mistakes. Our AI never gets sick or tired. It also responds to inbound messages immediately. Our data-driven insights and personalized outreach strategies allow you to nurture leads, cross-sell and upsell existing customers, and provide better service and support. We set up your AI sales program with your sales playbook and sales polices. You approve and then turn on autopilot. You have a full 360 view of all your sales outreach and the current status.
