Alternatives to Upvise
Compare Upvise alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Upvise in 2026. Compare features, ratings, user reviews, pricing, and more from Upvise competitors and alternatives in order to make an informed decision for your business.
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1
Mindtickle
Mindtickle
Revenue leaders trust Mindtickle’s Sales Readiness Platform to identify and drive winning rep behaviors. Shorten ramp time with an amazing onboarding experience that enables reps to succeed. Develop personalized skills and capabilities based on each rep’s knowledge and skill gaps. Drive high adoption through engaging field communications, gamification, and mobile experiences. Impact measurable revenue outcomes like rep productivity, time to first deal, and win rates. Set the true north in sales performance through skill benchmarks every rep should work toward. Track skill gaps across the organization and build a culture of accountability. Motivate and engage teams for measurable revenue outcomes. Track and address skill gaps at the team and individual levels through coaching. Create better deal outcomes by reviewing call recordings and helping reps through early deal stages. Partner with enablement to create custom training and content based on each rep’s needs. -
2
Prestartr
Prestartr
Prestartr is an all-in-one operations platform for civil and mining contractors seeking to streamline workflows, control costs, and eliminate paperwork. Replacing manual timesheets, dockets, and job tracking, Prestartr automates payroll, invoicing, compliance, and work orders, significantly reducing admin time. Gain live insights into budgets, forecasting, and cost centres to improve financial control and prevent overruns. Optimise fleet utilisation through equipment tracking, proactive maintenance scheduling, and reduced downtime. Simplify safety compliance with integrated HSEQ tools, digital checklists, and audit trails. Adaptable to your unique workflows, Prestartr integrates seamlessly with your existing accounting, ERP, and telematics systems, becoming your central operational hub. Backed by local support, Prestartr helps contractors across Australia and New Zealand deliver projects efficiently and profitably.Starting Price: $15/month/user -
3
CSOne
Libran Business Systems
CSOne customer service solutions streamline your customer support. Customers’ calls to your call center are recorded and tracked from start to finish. The customer name, location and equipment are recorded upon their call as well as details of their request. The online calendar of CSOne will improve visibility of your technicians’ availability. A task assignment email will be sent to a technician. CSOne manages various field service works including the firsthand field investigation and repair works on site. Repair quotation and service reports are output through a mobile printer. CSOne seamlessly manages sales process from quotation, sales order, delivery, billing, and cash receipt. As the document stage is managed per business case, it is easy to check the task status for each case, including tasks which still need to be completed and quotes that must be sent.Starting Price: $240 per 3 users per month -
4
Formitize
Formitize
Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.Starting Price: $29.99 per user pm -
5
Snapforce
SnapForce Technologies
Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to display deals separated by probability, stage, expected close date range, amount, and more. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.Starting Price: $12 per user per month -
6
Cuztomise
Cuztomise
We believe in providing our clients the comfort they deserve in managing the sales forces. Our customer service and SFA software: MR Reporting Software (Sefmed) and FMCG Sales Force Automation Software (OrdrBook) are powerful and flexible, and scale to meet the needs of any business. Manage and track your sales force with our SFA software products. Get to know your field sales teamwork, schedule the meetings,mark attendance easily claim expenses instantly and more. More power to your sales team. Innovate and modernize your sales process that will make all the difference. Smoothly handle field activities and give strength to your sales team with features like easy planning and scheduling, geo-tagging, effortless monitoring, smart analysis, pre-call planning, post-call analysis, HRMS, primary and secondary sales and more. -
7
Mogo CRM
Mogo CRM
MOGO CRM is a mobile first CRM platform that gives complete CRM functionality such as Sales, Service, Time Management, Purchase Requisitions etc. to users on their mobile devices. Send emails, text messages, initiate calls, view recent conversations, create/view appointments. Promotes personalized selling by automatically displaying on your social media. Following an outbound or inbound call, users can save a record of the call and add notes. Mogo alerts the user by providing the stage, weighted potential of a deal to accelerate the deal closure. Commission potential motivates the sales executive. Ability to manage Web, Email, Facebook, LinkedIn, Bing, Google AdWords or any other channel. Invite third party vendors such as digital content providers.Starting Price: $9.99 per user per month -
8
Onsite 7
Onsite 7
Managing your job every step of the way, from site to office. From sales to surveys, through admin to installation stages and then service, Onsite 7 job management software is designed to help you gain full control, saving both time and money in your business. Having run retail & commercial installation companies like yours for many years, our founders have experience at every stage of the supply chain, including sales, surveying, material ordering, installation, and servicing. This experience has helped develop Onsite 7 into the powerful job management system it is today. Widely used across the UK, Onsite 7 has become one of the leading trade job management software solutions used by companies in fenestration, electrical, plumbing, and retail/commercial & more due to its range of ‘out of the box features’, quick setup and ease of use. Let Onsite 7 work with you and for you at every step of your workflow with our superb, job management software for tradesmen. -
9
Wingmate
Wingmate
Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.Starting Price: $17 -
10
Ulysses Suite
QMS Software
Ulysses is a modern web-based customer service solution that can be easily deployed in the public cloud, private cloud or on client premises. Ulysses is faster to deliver winning results than the competition without compromise. Ulysses is unique as it measures and monitors your success every moment with its patented SLA driven workflow action engine. Ulysses significantly reduces the cost of handling your customer interactions and increases your profitability and customer satisfaction. Ulysses Sales & Marketing is a powerful CRM (Customer Relationship Management) tool which streamlines business processes. Ulysses Sales & Marketing contains all the information needed to efficiently manage, forecast and report sales through all stages of the life cycle. -
11
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 -
12
Workfinity Services Management
Isolutions
Workfinity is a service management system with interconnected modules designed to meet all field services, and requirements. Real-time management of the field operation. Control of field technical staff. Control of spare parts used in the service operation. Reverse logistics of the equipment repaired in the field. Stock segmentation for services. Control the service operation starting on the sale of the product. Integrated with the Services Module. Credit Analysis. Retail / corporate sales segmentation. Sales channels control. Deals control. Negotiation Management. Management Reports. iSolutions continuously invest in the improvement of its employees and identifying new talent. We understand that intellectual capital is our greatest agent in the continuous search for solutions to add value to our customers. -
13
SmartServ
SmartServ
Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office. -
14
Service Hub CRM
Service Technologies
Service Hub CRM provides stellar service with ease. On average it can take more than 3 phone calls to reach a customer to schedule an appointment. Put the power to Provide Stellar Customer Service in your employees’ hands. Communication is the key to any relationship. We know that every little detail must be accounted for. We’re able to customize our software to specifically fit your business needs. Why use separate systems when you can consolidate. Our team will help you navigate our system and learn how to properly use it. Get all the information you need right from your dashboard. Have your technician give you and your customers up to date status on their tickets. Keep track of all your orders right from your app for more efficiency. Never get lost going to your next call. Upload files right from your device and for instant access. Receive notifications right to your phone on the status of your orders. -
15
Chase App
Webfreak Solution
Chase app – the best sales employee tracking app, field employee tracking app, an employee tracking app or field staff management software in nutshell a complete marketing solution developed and offered by Web Freak Solution, India based software development service company by the thinking of idea to overcome the headache to track and monitor sales employee location and other day to day field employees work activities. Its biggest challenge in managing field staff or on-field employees is to know where they are & what they are doing!!! this will get more difficult how to assign task to field force on call, to overcome these all limitations chase brings to you real time employee tracking system along with attendance management system. Chase app- an employee tracking app or a sales employee tracking app allows you to balance your productivity and security skilfully in your business by the means of secure attendance management system. -
16
LogiNext Field
LogiNext
LogiNext Field™ is a Comprehensive Mobile Field Workforce Management software Which Schedules and Optimizes Tasks as Per Priorities for The Dynamically Improvising Mobile Field Services Like Field Sale Agents, Field Technicians, HVAC Field Staff, Medical Reps and More Utilizing Patented Field Workforce and Work Order Management Algorithms. Dynamic mobile services and field workforce management software with load distribution and re-routing of service requests based on customers time preferences or nearest available field force agent. Cash and card management, vis-à-vis, Cash on Delivery (COD) at point of sale, electronic proof of service as image, signature, timestamp and geo-coordinates of customers. -
17
iSales CRM
IT IDOL Technologies
iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.Starting Price: $0 -
18
DeLorean AI Sales AI
DeLorean AI
Sales AI, or Customer Relationship Management AI (CRM AI), is a comprehensive AI solution for the most taxing sales problems. Our product allows sales and marketing teams to shift the curve on sales in the direction of success. The results from sales AI not only give insights into activities but also make predictions and next-best-action recommendations that allow teams to predict if a deal will sell or fail, and determine the best action to move the deal to the next stage of the funnel and to a win. Additionally, Sales AI increases visibility into operations, predicts quarterly revenue, and improves forecasting. Our technology can improve the efficacy of sales in the pipeline by modeling outcomes of deals with probability. With the ability to better classify wins versus losses, identify significant drivers, and recommend solutions for deal conversion, Sales AI directly leads to an increasing percentage of deals won by diverting attention away from low-probable wins. -
19
Solve CRM
Norada
Solve Service Management CRM. Servicing customers is tricky. We worked on that. It turned out pretty well. Renowned for service management, scheduling and sales. Simplify all record keeping, communication, scheduling and information sharing; especially when mobile. Move away from paper, spreadsheets, excessive calling, and unloved software. Automatically remind staff when to act and highlights what the priorities are. Make it drastically easier for all staff types to contribute, improve service and offer proactive support.Starting Price: $25 per user per month -
20
Xvoyant
Xvoyant
apidly Identify and Prioritize each rep's areas for improvement. Conduct the entire coaching process inside Salesforce, Xvoyant's intuitive setup connects to your existing sales stages and hierarchies. Quickly connect with success drivers in minutes with intuitive drill-down and "what if" filters. Xvoyant gives you objectively measured outcomes against process points in a way that removes emotion or defensiveness. It transforms historical Salesforce activity data into a predictive modeling tool. This allows leaders to maximize efficiency by focusing on the rep that most value and respond to coaching. Xvoyant uses machine learning and data science to give you a clearer understanding of where every deal REALLY is in your pipeline. Configure stage stage verifiers to track each deal's key inflection points to ensure progression and completion. Xvoyant provides one consistent platform to plan, schedule, document and track coaching sessions and goals. -
21
ReliaServ
Reliable Softworks
ReliaTerm. ReliaScan. Co-Pilot. Messaging/ reminder system. The Dash “Owners report”. Point of sale. Customer CRM. Inventory control. Product manager. Pricing Manager. Aged Inventory report. Purchasing. Bar code labels. Serial number tracking. Scan to receive products. Scan on way out. Transfers/moves needed report. Commissions. Spiffs. ESC tracking. ESC electronic submissions. Missed ESC report. Cash-out Journal. Accounts receivable aging and statements. Customer deposits report. Delivery dispatch and scheduling. Commission reports. Inventory as of reports A/R as of reports. Customer deposit reports. Sales Tax Reports. General Ledger Integration. Financial Statements. Quick Books Integration. Drill down reporting tools. Exportable to excel. Searchable with Control-F. Vendor instant regate program tracking.Starting Price: $20 per month -
22
Staff Care
Staff Care
Any company involved in field activity like marketing, service, or site work needs a workforce for the field. But it is very difficult to track all activity of the field workforce and live line location on the map. In the office, we can have cameras and thumb base attendance system for time tracking of employees. But for field staff monitoring and controlling is very difficult. A general survey says that field staff wastes 20% to 40% of the time in unproductive work. Management needs a fast, online, and live reporting tool for all field staff/employees. So that all activity can be monitored, controlled, tracked, and guided in a productive way. So every company needs field staff management software like Staff Care. So we introduced Staff Care application for all kinds of field staff involved in any kind of field activity. Like Sales, marketing, service, support, training, delivery, collection, site work, purchase, installations, and others.Starting Price: Free -
23
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
24
Evatic
Asolvi
Optimise service delivery, improve stock management and tackle costly toner wastage with intuitive functionality including smart toner and consumables management. Evatic helps you cut costs whilst ensuring customers always have deliveries when they need them. Avoid lost revenue and maximise ROI with our comprehensive meter billing and contract administration functionality. Evatic generates invoices accurately by reducing manual inputs, providing upsell and cross-sell opportunities that increase your revenues. Evatic’s accurate stock control management functionality allows you to process jobs more efficiently by giving your employees valuable insights into your customers. MPS specific tools reduce the need for manual inputs improving productivity and reducing costs. Evatic is a flexible and multi-functional service management system designed to support critical business processes at each stage of the customer journey.Starting Price: $175 per month -
25
The Service Program
Westrom Software
Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.Starting Price: $49.00/month/user -
26
CRMPlus
DailyMails
Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs. -
27
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 -
28
Opmetrix
Opmetrix
CRM, Sales and Merchandising anytime, anywhere! SAP Business One provides the master data, pricing and inventory levels to ensure your sales force is current and up to the minute, when meeting customers out in the field. Utilize a wide variety of features to execute instore tasks. Including sales transactions, in-store surveys, objectives and CRM information including photos and call notes. Using Opmetrix sales reps can boost their sales and access have all the important information at their fingertips. Utilizing Opmetrix dashboards, management gain insights on sales activities, customer visits and performance trends. Opmetrix utilizes GPS tracking and geo-fencing to provide live reporting and activity feeds. This gives management full understanding on exactly what’s happening in the business. -
29
Plug2Field
Plug2Field
Plug into your field force to improve customer satisfaction, reduce operational costs and increase profit margins. We work closely with our clients to understand their specific business problems and provide unique & customized solutions that can be easily plugged into their field forces and produce real benefits which help them in meeting their goals. Fieldomobify is a mobile app and Software solution built for field service management on the cloud. Service teams can use it to automate and streamline their day-to-day processes which include activities like scheduling, dispatching monitoring etc. Plug2Field is a customized Workforce Management Platform for enterprises. Enterprises can use it for their field service as well as field sales staff. These mobility Solutions are built with specific customer requirements and are customized to suit unique features which may vary from organization to organization. -
30
MTracker
Metizsoft Solutions
On-field employee tracking has become a significant necessity for any business that employs sales or service people. MTracker – A best Field Force Tracking App allows a business manager to stay update about employee schedule and distance traveled for a day. Field Force Tracking App System also helps the manager to be aware of the meeting time spent by an employee across various clients. GPS based Sales Employee Tracking System features allow the business to auto-generate dynamic reports from the data collected in the Field force tracking GPS based mobile app. Besides monitoring the location of your field staff, the app offers sophisticated ways to track and measure their daily on-job activities as well. For Security, the order will be booked by the name of the dealer with the reference name of the Sales Executive for the information. -
31
Zoom Revenue Accelerator
Zoom Communications
Zoom Revenue Accelerator is a conversation intelligence tool, for users of Zoom Meetings. Zoom Revenue Accelerator also provides seller guidance and highlights, such as talk-listen ratio, filler word usage, call review to locate the parts of the conversation and topics that the prospect found most engaging, and next step reminders. As an intelligence tool, Zoom Revenue Accelerator aims to provide: - Actionable feedback - Reduces anecdotal feedback and identifies areas for improvement using post-meeting analysis that includes transcription highlights as well as sentiment and engagement scores. - Accurate forecasting - Digestible, aggregated insights integrated into a CRM to provide context on the sales funnel, highlight deals that need attention, and identifies pipeline trends. - An understanding deals - Displays sales deals by stage, size, teams, opportunity name, and use analytics for the number of interactions, competition, and customer sentiments. -
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Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
33
Nimitai
REN AI Technologies Private Limited
Nimitai is AI meeting intelligence and conversation intelligence software for B2B SaaS sales teams, founders, and early-stage sales organizations (1–50 reps). Unlike generic meeting notetakers (Fathom, Fireflies, Otter.ai), Nimitai is purpose-built for sales intelligence: → Real-time AI co-pilot during calls (not just post-call) → Objection pattern detection across all recorded calls → Deal risk scoring and next-step monitoring → Rep coaching scorecards (talk ratio, question quality, objection handling) → Win/loss analysis correlated with CRM outcomes → Automatic CRM sync to Salesforce, HubSpot, Pipedrive Nimitai was built by founders Nilansh Gupta and Archit Dhir (REN AI Technologies) after analyzing 350+ real sales calls across 200+ B2B businesses.Starting Price: $149/month/user -
34
Fieldteam
Fieldteam
By integrating multi media features and cloud services, Fieldteam connects the team in your office with the team out in the field providing real time information about where they are and what they are working on. Everything a field worker needs to know about their jobs now in the palm of their hand. Message the office, team members or site contacts. View job information, including video, photos and audio notes. Fieldteam helps you from Start to finish on every job and quote your company does. From the time your service staff take the phone call Fieldteam goes into action. The Smartphone Apps for your workers will allow your plumbing business to save time by reducing the amount of time your workers spend in the office.When a job is added into the system and assigned to one of your workers it will show up in their calendar instantly. This will add dozens of billable hours to your bottom line every month alone.Starting Price: $25 per user per month -
35
Bookup
Bookup
Power your business with Bookup, the simple, all-in-one business management software that turns your site traffic into real business. Integrate Bookup into your website, emails, and more to let customers schedule and book their services easily with our tested-to-convert forms. Instant booking and scheduling, synced with your Google or Office 365 Calendar. Automated client communications at every step of your service, all in one place. We’ll show you where potential clients drop off, and instantly give you insights to increase your sales. Use the most powerful online booking platform to convert your traffic to sales. Gather all the necessary information to offer transparent pricing online. Our customized flow builder allows you to add new fileds, add new services or add ons, collect payments, manage resource availability and more! Run your day-to-day business from a mobile phone with a streamline process that is simple and defined for your team.Starting Price: $29 per month -
36
Claap
Claap
Claap automates sales busywork and ensures frameworks like MEDDIC, SPICED, and BANT are consistently applied, handling everything from meeting notes and CRM enrichment to deal reviews and coaching. Admin tasks are killing your Sales team. Claap saves Sales reps up to 30 minutes after each meeting. Automatically record & transcribe in 99 languages. Claap summarizes your calls with your own template. Send email follow-ups that clone your voice in 1 click. Claap keeps your CRM & deals in sync with auto-filling. Stop losing winnable deals. Claap analyzes your pipeline and helps you plan your next steps based on your sales playbook. Easily search your entire workspace to instantly find the insights you need. Receive monthly reports about the top objections & feature requests preventing you from winning more deals. Get all your deal reviews on autopilot and plan your next moves with our deal scorer.Starting Price: €24 per month -
37
Content Camel
Content Camel
No more insane drive folders. Search, find, share, and track content everywhere with our sales enablement tools. After you easily upload and link your ebooks, one-pagers, whitepapers, sales decks, videos, battle cards, and more, you’ll be able to go way beyond Drives to track sales actions and deliver insights into sales results. Give sellers the ability to link, share, and track collateral. Build custom collections and site resource pages in minutes for your personalized campaigns or channel sales. Understand what sales is using to close deals and double-down on what’s working to secure future pipeline. Configure funnel stages, content types, and tags, so sales knows which assets to use at each stage of the sales process and buyers journey. Group content by product, industry, and region for expanding teams that are covering verticals and multiple product lines.Starting Price: $15 per user per month -
38
TrackGo
TrackGo
For sales & service teams, knowing where your customers are is vital to your business. TrackGo lets you & your team create a map of all your customers. Once your customers are mapped, it’s easy to see which ones are close by, and TrackGo will even route you to their location. When you track customers in TrackGo, the data is private to your team. All customer data is securely stored in the cloud, and is always in sync across your team & devices. TrackGo offers iOS, Android, and web applications. For each customer you are not just keeping track of their location. Setup tasks/reminders for yourself, or another team member for specific times. Keep contacts associated with each spot. View an Activity Feed to see exactly who has been there, when they were there, and what they did. Gone are the days of writing down what you did after each customer visit. Notebooks get lost & people forget. Keep track of exactly what happened during your customer visit right when it happens.Starting Price: $20 per month -
39
ServiceAdminPro
Orthinc
Level up your service business with cloud software that adapts to your needs. Provide your customers with an exceptional service every time and manage your growing workforce with ease. Admin work does not set your business apart. Save 30% of your day with ServiceAdminPro and spend the extra time focusing on what makes your business unique. Juggling papers, spreadsheets and WhatsApp to record job updates is frustrating. ServiceAdminPro gives you everything you need to easily track jobs from quote to invoice anywhere you are. Our web and mobile apps are specifically designed to streamline your job tracking. Keep a finger on your business’s pulse with instant updates right from your dashboard. See engineer progress, company activity, and get recommended actions to make you run as smoothly as possible. Give your engineers the tools they need to know where to go, what to do, and how to send notes/time back to the office, so that they can provide top-notch service on-site. -
40
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 -
41
Rafiki
Rafiki AI
Understand how customers are really engaging with your reps in sales conversations. Then turn them into Revenue. Captures and understands who said about what in your customer calls, and delivers insights that help increase predictable revenue. Let’s face it. Customers have many things on their mind. Know what topic matters to them so you can better guide your conversations. Captures calls, transcribes with state of the art AI transcription, figures out who asked what, when, about what, and organizes it with deals, accounts, prospects. Understands interactions by prospect/rep, tags and summarizes by topic, captures KPIs and contrasts topic patterns that move deal through stages. Connect critical KPIs such as deal risks and other topic patterns by stage, rep to revenues. Use insights to build successful sales teams and predictable revenue. Top closers engage in subtle ways that make them who they are. -
42
FieldAssist
FieldAssist
Eliminate manual orders and paperwork automating sales pipeline to let your field staff add more hours to their day. Plan sales itineraries and track sales staff visits to points of sales in real time to effectively gauge sales force performance. Capture secondary sales data in real time with automated reports to assess performance and competition. Gain deeper insights, mine new sales opportunities and create personalized reports to make smarter business decisions. Improving productivity with top sales force automation software is just one part of the job. The rest is about going beyond sales force automation, making sales smarter with decisions based on accurate data measured against the right KPIs. Go live and derive results in a matter of days with lightning fast deployment and extensive orientation for field staff and sales operations managers. -
43
WorkCEO
WorkCEO
The world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses. Enforce industry best practices in every service experience to improve outcomes. Be notified when important events happen — like closed large sales or canceled appointments. See your customer information (service history, equipment, and more) when they call. Track all activity—like call recordings and text messages—that's related to every opportunity. Make sure customers are happy after every appointment. Enforce industry best practices in every service experience to improve outcomes. Know how your business is doing anywhere, any time, in real time. Know how your business is doing anywhere, any time, in real time.Starting Price: $49 per month -
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Call Optix
Call Optix
Call Optix is an AI-powered sales intelligence & voice analytics platform that transforms customer conversations into revenue insights. It automatically transcribes & analyzes every call with sentiment analysis, and dynamic tagging to reveal trends and surface upsell opportunities. The AI extracts custom fields specific to your business—check-in dates, policy numbers, vehicle preference etc. Agent performance scorecards measure call quality and efficiency, giving managers clear visibility into strengths & development areas for targeted coaching. The Business Intelligence Dashboard serves as your real-time command center for calls, talk time, and revenue metrics, while the visual Sales Board & Pipeline Funnel track deals through customizable stages with win/loss rates & conversion data. From lead capture to deal management with full activity history, Call Optix unifies conversation intelligence and CRM in 1 platform, with AI agents that handle bookings, qualify leads, and follow-ups.Starting Price: $0.06/minute -
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ServiceOS
ServiceOS
ServiceOS automates countless interactions for you. From crew management and job scheduling, to invoicing and payments. The future is now and taking your business to the next level has never been easier. Bring automation and business intelligence to your industry ServiceOS can be adapted to serve the needs of any industry. From fleet management and food delivery to medical facilities and beauty salons. This is the game changer you’ve been missing. Organize your operation ServiceOS gives you everything necessary to organize the way you operate. You can automate countless interactions so you can focus on what is truly important for you. Online booking. Online training platform. Integrated Sales scripts. Real-time job tracking. Real-time location tracking. Fleet management. Ready to take your business to the next level? ServiceOS will revolutionize the way you do business. Witness the power of technology on your side.Starting Price: £19 per user, per month -
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Jobi
Jobi
Schedule service calls and dispatch opportunities. Track technicians in the field via GPS mapping. See tech sales and set sales goals on real-time dashboard. Find the fastest route to your appointments with GPS mapping. Create premium, mid-range and economy choices in one click, proven to boost sales. Scan credit cards, capture signatures and generate invoices all in the app, no paperwork. Import and export to QuickBooks to keep all transactions in sync. Get your own branded homeowners app to stay connected with customers. Customers can track service plans, warranties and service history right from their phone. Maintain relationships and ensure customer satisfaction. Easily track purchasing trends on the real-time results dashboard. As a contractor, the jobi homeowners app is branded for your contracting business complete with your company logo. It keeps you in touch with your customers and provides them with a valuable tool for tracking services, maintenance plans and more.Starting Price: $149 per month -
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WorkWave ServMan
WorkWave
WorkWave ServMan is an enterprise resource planning (ERP) software that’s designed specifically for field service enterprise businesses. ServMan is built to meet your unique current demands and grow along with you as your goals and needs evolve. With both desktop and mobile applications, ServMan is everywhere that you need it to be. Make marketing easy with ServMan’s many sales tools. With intuitive quote and proposal tools built right in, it’s easy to connect with potential customers and shorten the length of your sales cycle to start closing deals and bringing in more revenue. With a customer relationship management (CRM) system that improves business relations and allows you to better adapt to a client’s specific needs, ServMan helps you to bring on new clients and satisfy current clients. Automated client communication ensures that you can keep your customers informed while also saving time. -
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FieldAware
FieldAware
FieldAware’s field service management software is designed to serve as the focal point for your daily operations. We expedite tedious processes like scheduling, dispatch, and invoicing to empower your field staff by putting vital project information at their fingertips. It is what we call the FieldAware Field Service Hub, and it is the next step towards operational efficiency. FieldAware’s software is designed to expedite the scheduling process and optimize your field team’s working time. Input their service areas, expertise, and past project information, and our software will automatically optimize the entire team’s schedules at the click of a button. It also sends it to their mobile app in real-time. FieldAware’s field service hub simplifies field service management and puts the focus of our technology where it matters most — in the field. Our robust features and capabilities help your service organization deliver high impact results.Starting Price: $70 per user per month -
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Wello Solutions
Wello Solutions
Running your field service using 10+ different tools? Repair jobs, maintenance, dispatch, workshop activities: Wello Solutions centralizes everything in one hub and gives you full control over your field service activities in real-time! Map your customers and their equipments in one place. Organize customers and their equipments across multiple locations and service contracts. Exit spreadsheets! Centralize. Instantly access all equipment information of your customers. Good field service starts with good work order preparation. From request to completion: all in one solution. Ensure everyone knows what to do, when, where and has the right parts at hand. Master your planning in minutes, not hours! Get more out of your available capacity, follow up in real time without phone calls. Automate and impress customers with punctual service. Impress customers with punctual service, again and again.Starting Price: €22/month/user -
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Eworks Manager
Eworks Manager
The Eworks Manager Job Management System allows you to control, manage and track all information relating to your staff, jobs, estimates and quotes, invoices, customers and so much more. With Eworks Manager’s Job Management System, you can have total control over your business. Our system is designed to help you manage and track all aspects of your business, from your employees to your jobs and so much more. If your company lies within the technical field and operates with mobile workers, our field service management, vehicle tracking and GPS planning will work perfectly for you. Each interaction is tracked and provides reportable information to evaluate sales performance. Leads can easily be converted to an estimate or sales appointment. Automate marketing email communications to your customer base without the need for a separate system and eliminate redundant data processing.Starting Price: $115 per month
