Alternatives to SalesStreamliner
Compare SalesStreamliner alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SalesStreamliner in 2026. Compare features, ratings, user reviews, pricing, and more from SalesStreamliner competitors and alternatives in order to make an informed decision for your business.
-
1
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
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 -
3
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
4
Nue
Nue.io
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. -
5
OneBill
OneBill
OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.Starting Price: $1500.00 -
6
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
7
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
8
BlueSnap
BlueSnap
BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.Starting Price: $35/user/month -
9
Expedite Commerce
Expedite Commerce
At Expedite Commerce, we're leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to: - Accelerate Growth: Harness AI to boost sales and expand market reach. - Optimize Operations: Streamline processes with intelligent automation. - Enhance Customer Engagement: Deliver personalized experiences that drive loyalty. We envision a future where AI and human expertise collaborate seamlessly to unlock unprecedented business potential. Our suite includes AI-powered Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), eCommerce, and Recurring Billing solutions. Our platform and its solutions have been built to serve the following industries: • SaaS (Software as a Service) • Manufacturing • IoT • XaaS (Anything as a Service) • B2B Subscriptions • CommunicationsStarting Price: $90.00/month/user -
10
ZiftONE
Zift Solutions
Zift Solutions provides a robust channel management platform that streamlines partner engagement and enhances marketing, sales, and learning efforts. With ZiftONE, companies can automate key processes such as lead generation, partner onboarding, and sales pipeline management. The platform offers a suite of features, including personalized partner portals, integrated marketing automation tools, and data-driven insights, allowing businesses to optimize channel operations and increase partner productivity. ZiftONE empowers organizations to scale their partner ecosystem while maintaining control over performance metrics and ensuring alignment across the entire channel. -
11
Oracle Fusion Cloud EPM
Oracle
Gain the agility and insights you need to outperform in any market condition. Oracle Fusion Cloud Enterprise Performance Management (EPM) helps you model and plan across finance, HR, supply chain, and sales, streamline the financial close process, and drive better decisions. Comprehensively address your needs with functional breadth and depth across financial and operational planning, consolidation and close, master data management, and more. Seamlessly connect finance with all other lines of business for enterprise-wide agility and alignment. Drive better decisions with scenario modeling and built-in, advanced analytics. Oracle EPM consistently tops analyst rankings; thousands of customers gain more value from running their EPM processes with Oracle in the cloud. Drive agile, connected plans—from scenario modeling and long-range planning to budgeting and line of business planning—that are built on best practices and advanced technologies. -
12
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 -
13
QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
14
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
15
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
16
Vendavo
Vendavo
We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context. -
17
Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
18
IBM Sterling CPQ transforms and automates configuration, pricing and quoting of complex products and services. IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity. CPQ provides automated online sales process for accurate configuration of solution bundles with cross-sell, up-sell opportunities, which improves customer satisfaction and lowers call center volumes. CPQ eliminates manual pricing execution with a centralized system that enforces pricing consistency and automates pricing changes while enabling business users to facilitate price maintenance.
-
19
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
20
Salesforce CPQ
Salesforce
Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.Starting Price: $75.00/month/user -
21
Orgzit
P3Infotech Solutions
We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place to communicate about the sales process. The CRM software for sales reps provides complete information and a seamless transition. Increase employee productivity and communication by consolidating information on a single tool. Track all information about a customer in one place without compromising on data security and ease of use. Don't let a traditional enterprise CRM stop you from improving your sales process because of complex and expensive configurations. -
22
Enxoo
Enxoo
Move to Industry Cloud and transform the relationships with your clients, partners and employees. Enxoo is dedicated to automate all of your crucial business processes by offering industry-specific digital transformation platforms created from our years of experience, industry expertise and tech skills. The “Industry” element stands for ready-made solutions designed for the telecommunications sector. We deliver expertise through our industry-specific solutions, products, and professional services. Our Industry Cloud platform is a unique combination of Salesforce + Enxoo for Communications. The scalable solution allows for fast implementation of productized features and functionality at a high-security level. Our agile project delivery approach allows us to effectively communicate with customers, building a one-team spirit. Our experienced and competent teams support customers at all stages of their digital transformation journey. -
23
ViiBE
Viirtue
ViiBE is Viirtue's all-in-one reseller platform designed to expedite your company's sales process and improve your customer experience. Become a white label partner today, and start selling your clients a new service to expand your offering. Automate your workflows and simplify all aspects of being a VoIP reseller. We are committed to reducing your operating costs while providing an innovative, industry-leading product. Get charged only for seats that are used instead of multiple times for users with multiple devices. Viirtue now offers included data migrations from select platforms. Viirtue’s cloud-based PBX and VoIP phone solutions have already changed the way thousands of end-users communicate, both for themselves and their customers. As a White Label Partner, you can offer these solutions to other organizations in your network, while we continue to build industry-leading tools for your clients. -
24
XaitCPQ
Xait
XaitCPQ (Configure, price, quote) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. We help organizations win more deals at better margins, by making it really quick and easy to correctly build and price combinations of products and services, and do so at scale. Shorten the sales cycle, and remove bottlenecks, enabling sales teams to present exactly the right solution at the right time and cost to the right customer. As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it. Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable. -
25
CloudSense
CloudSense
Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. A 350+ expert team of CloudSense solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.comStarting Price: $85/user/month -
26
iasset.com
iasset.com
iasset.com is the SaaS platform enabling you to execute customer retention and success strategies in a smart, cost-effective way. No matter your channel role, you can benefit from the automation of complex processes within your sales and service functions. iasset.com is the unrivaled platform purpose-built for IT, IIoT, and MedTech vendors, distributors, and resellers. Leveraging decades of industry experience across our team, we understand the nuances of working within a channel environment. That’s why no other platform comes close to addressing your challenges and objectives like iasset.com. Say goodbye to ineffective tools that can’t handle a dynamic installed base in a channel environment. Since 2008, we have continued to perfect iasset.com to ensure it is the best-in-class SaaS platform for managing customer retention, expansion, and aftermarket sales. -
27
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
28
Reshare Commerce
Reshare Commerce
Reshare Commerce solves the number one problem preventing most brands from selling direct-to-consumers on the Internet. Our patented channel management solution assures brand partners are remunerated for sales to their customers, even though the sale occurs at the brand website. Consumer Expectations in the Electronic Marketplace Channel conflict has always accompanied the development of new marketing channels, such as the introduction of outlet and discount stores in the 1980s. However, with the advent of the Internet, channel conflicts are intensified by the unique characteristics of the electronic marketplace: Companies with no physical storefronts are claiming market share from established businesses. Existing players must now compete with Internet companies with lower overhead. -
29
Viirtue
Viirtue
With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.Starting Price: $5/month per user -
30
ASC Pricing and Quoting
ASC Networks
ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.Starting Price: $25 per user per month -
31
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
32
Zilliant
Zilliant
We help our customers reimagine how to address B2B pricing and sales challenges with smarter pricing software and better data science, built on the industry’s only cloud-native platform. We have decades of experience building tailored solutions across a broad range of B2B industries. Cost volatility. Complex pricing structures. Cumbersome processes. Reimagine your pricing approach. Thousands of customers, products and commercial decisions. Reimagine pricing and sales enablement. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS sales and pricing software and cloud-native Platform allow businesses to rapidly respond to changing business dynamics, address the most significant sources of margin and revenue leakage, and more effectively execute pricing and sales strategies. -
33
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 -
34
channelkonnect
NowApps Technologies
Manage right from lead generation, qualification, on-boarding, assessment, and tier management. Gain real-time stock and sales visibility connecting with your channel partners' business applications. Now generation online sales DMS designed to unify and streamline your distribution supply chain. Now generation online service DMS designed to unify and streamline your service network. Multi-channel order management tools enable end-to-end ordering process and fulfillment analysis across the channel. Recognize and Encourage channel partners by creative loyalty programs and digital and physical gifting options. Empower sales teams to plan, execute and review with the up to date information on the move at their fingertips. Make influencers to become brand advocates by identifying, engaging, and managing relationships with attractive loyalty programs. -
35
Vortini
Vortini
Sales forecasting is always an important but challenging activity. This is, even more, the case when the business is experiencing change. Combine current pipeline details, historical analysis and behavior patterns to flag off-track forecasts and suggest a plan B. Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them. Auto-populate your forecast with a recommended mix of deals based on current and historical deal data. Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems. Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness. To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering. -
36
Fielo
Fielo
Engaging channel partners in your marketing initiatives can be a potent gateway to sustained business growth. However, managing channel partners comes with complicated challenges. So, come learn how distributed marketing automation boosts your marketing-generates revenue. Distributed marketing automation involves equipping hundreds or thousands of channel partners and franchisees with marketing assets they can co-brand and customize – which means that you will have hundreds or thousands of assets you will need to control. Enter Fielo Market’s digital asset management (DAM) engine. From direct mail, downloadable PDFs, marketing emails, social posts and videos, custom landing pages or event registrations, your franchisees will have what they need to drive engagement and sales for your brand. -
37
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: $50 per user per month -
38
DemandPlanner
Demand Planner
DemandPlanner helps generate accurate sales and demand forecasts for your products and stores, which is enriched with customer & market dynamics. As a category planner, you gain a clear foresight to prepare optimum replenishment and inventory plans. Demand Planner provides you with accurate sales forecasts, by estimating impacts of a Wide range of external drivers that influence your product demand. The system makes use of advanced quantitative analytics tools, such as Bayesian regression, machine learning and time series modeling; to develop informed estimates over short and long time periods. Its collaborative features streamline demand planning activities with optimized replenishment and procurement along with inventory management. Assess and understand accurately customer demand patterns for your products with the help of advanced predictive analytics models. Balance the net working capital that is tied up in the inventory with immaculate data-driven strategies. -
39
Model N
Model N
Model N delivers an end-to-end platform empowering companies to maximize revenue as they transform Sales, Marketing, Channels, Finance, and Legal processes. Model N’s revenue management solutions help you maximize revenue by transforming siloed, tactical activities into strategic end-to-end revenue processes through automation and intelligence. Revenue Cloud bridges the gap between front-office and back-office activities providing a unified system of record for all revenue execution. Model N allows customers to easily configure and quote complex products, quickly come to terms on complicated contracts, have more accurate and timely channel data ensuring visibility into channels, and efficiently manage incentive programs avoiding overpayments. Model N Rebate Management helps you better engage your channels to improve and optimize revenue. -
40
SalesDirector.ai
SalesDirector.ai
SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.Starting Price: $29.00/month/user -
41
Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
42
Zip Forecasting
Hubworks
Integrations can be a pain but, we've made it super simple with Zip Forecasting. Our POS integration tool walks you through the process in less than 10 minutes. When you are setup, you'll be able to generate your first sales and transactions forecast for the following week. Generate sales and transaction forecasts with a single click. Detailed forecasts allow you to drill down to 15-minute intervals ensuring pinpoint accuracy. When used with Zip Schedules, these forecasts make business more predictable helping you reduce over and under labor scheduling. And, when used with Zip Inventory you'll always know when it's time to restock. Anticipating increased demand because of a big event or maybe fewer sales because of bad weather? Zip Forecasting makes it easy to adjust forecasts for upcoming weather and events. Sales and transactions can be edited at the day level and on 15-minute intervals. -
43
Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
44
Collective[i]
Collective[i]
Collective[i]’s mission is to help companies and B2B sales professionals around the world predictably manage and grow revenue. Collective[i] hosts a suite of applications that deliver insights to B2B sales teams and Intelligence.com, a global network for sales professionals. Collective[i] is a pioneer in the future of work movement that combines machine learning/artificial intelligence and massive data sets captured via cloud computing in order to improve productivity and grow revenue. Collective[i] solves the greatest challenge plaguing every company in the world, namely how to maximize revenue and specifically where revenue is coming from, when it will it be realized and will monthly, quarterly and annual goals be met. Collective[i] uses AI and a crowdsourced network of B2B sales professionals to allow users to better understand their buyers true intent to buy. -
45
Percolata
Percolata
We use machine learning to help organizations make smarter marketing and operations decisions. We provide predictive analytics to accurately forecast sales and foot traffic at each store hourly so that organizations can optimize staffing & delivery levels at times when customers need the most help. Our proprietary deep learning technology enables marketers to optimize marketing budget to drive more sales to their virtual stores. Global companies use our solutions to optimize marketing and staffing that boost sales and enhance customer satisfaction.Starting Price: $0.85/month -
46
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
47
QuarterOne
QuarterOne
Use your live pipeline and sales velocity metrics to better understand the financial position of your business. Without the hassle of using spreadsheets. Improve sales performance, by clearer tracking against targets. Get a real-time view of team, client and business performance against targets. Spot deal slippage before it happens and take action earlier. Improve the accuracy of your forecasting with better collaboration, increased accountability and less guesswork. We believe that critical business decisions depend upon forward-looking data. And we know that businesses that rely too much on backward-looking financials therefore simply aren’t prepared to make the right decisions to help them grow. So we decided to help businesses make better decisions by giving them access to the right forward-looking data. We do that by unlocking hidden value in your CRM data and by making that data work a lot harder for you.Starting Price: $129 per month -
48
Symmetriq
Symmetria Technologies
Advertising Revenue Management platform to scale ad sales, streamline ad operations, manage quote to cash, unify inventory & billing, and maximize revenue across channels. Run a profitable media business. Google DSM Migration Migrate from Google DoubleClick Sales Manager (DSM) to Symmetriq with zero business disruption, we take care of everything and you continue running your business. The media landscape is changing at a faster pace than ever, You can now rethink your multi-channel product offering and how your sales team presents and packages your products with Symmetriq. To learn more about how you can view your data in Symmetriq, reach out to us. Symmetriq is an AI based Omni Channel Revenue Management Platform enabling media companies to run a profitable media business. We are a "Revenue In a Box" solution for media companies. Enables you to manage what you sell today and evolve with what you sell tomorrow.Starting Price: $100 per user, per month -
49
MoData
MoData
MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required. -
50
ChannelOS
ChannelXperts
Formerly known as Channelplace, ChannelOS is a quick and agile PRM (Partner Relationship Management) platform designed to enable true digital transformation. ChannelOS is composed of seven apps that support the entire lifecycle of successful channel relationships. The seven apps inside ChannelOS include business planning, partner onboarding, marketing automation, sales and learning management, service automation, and partner community. Channel is available on a pay-per-use basis. Everyone is talking about Digital Transformation and Industry 4.0, and how it can make your business more agile and competitive in today's fast-paced world. Now ChannelXperts brings this level of transformation to your channel sales and marketing. Not just a legacy PRM, but an operating system that covers the full spectrum of your sales and marketing needs with the applications that are right for you. Discover the agile and flexible end-to-end solution.Starting Price: $15 per month