Alternatives to e-Relationship
Compare e-Relationship alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to e-Relationship in 2026. Compare features, ratings, user reviews, pricing, and more from e-Relationship competitors and alternatives in order to make an informed decision for your business.
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1
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
2
IXACT Contact
Elm Street Technology
IXACT Contact is an easy-to-use real estate CRM that gives you all the tools you need to manage your contact information, keep in touch communications, active business, and online presence. All in a single, easy-to-use solution. With our unique marketing automation and content, IXACT Contact helps you become the real estate professional that past clients never forget and prospects choose to work with. Agents who use IXACT Contact see an average increase in their GCI of 55%. -
3
GreenRope
GreenRope
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface. Convert more and build long-lasting relationships with GreenRope's many features built to help you communicate with your leads and clients. From email marketing and social media to advanced marketing automation and more, all the tools you need to engage your contacts are right at your fingertips. It's now easier than ever to keep in touch and stay top-of-mind. We are strategists, developers, marketers, technology gurus, and people who care about helping you. Most of all, we are one unit, one team, and one family who works together to listen, create, and partner with inspiring businesses around the world. Let’s work together to build and grow your business!Starting Price: $99 per month -
4
ZoomInfo Sales
ZoomInfo
Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team. -
5
Lead Liaison
Lead Liaison
Lead Management Automation™ helps sales and marketers do their job more efficiently and build stronger relationships with customers, prospects, and partners. Our marketing automation platform helps companies create marketing qualified leads and turn them into sales qualified leads. Integrated marketing tools make it easy to create omni-channel marketing campaigns, both offline and online, and set up key business processes. The platform is optimized to help your sales and marketing teams build better relationships with prospects, customers and partners while boosting productivity. Learn more about how to make marketing automation a part of your strategy here. Create trackable content, images, emails, landing pages, and more! Easily nurture leads through the workflow, shorten sales cycles and increase deal sizes. Create trackable videos, measure video marketing ROI, boost conversions and send out video emails.Starting Price: $250.00/month -
6
Web4Realty
Elm Street Technology
Using PageManager’s drag-and-drop interface, you will not only build a stunning and effective online presence, but you’ll know exactly who's coming to your website, how they’re interacting with it, how they found you, and even they’ve listings they clicked on! Keeping in touch with your clients, while managing your business is time-consuming. Gain back control of your time. Nurture your relationships with prospects, leads, current and past clients to stay on track with your goals. LeadBank CRM puts all of your contacts into one organized system; guiding and tracking each unique relationship from prospect to close. Building relationships is effortless with SmartMail. Never miss an important date again with automated email campaigns. Choose from our dozens of pre-built templates, or simply create your own. Our clients generate the majority of their leads from the SmartSearch IDX system built into their websites. Why? Because potential buyers love its easy-to-use interface.Starting Price: $29 per month -
7
Nurture
Nurture
Nurture is a "dead easy" marketing automation application for businesses to connect with, engage, acquire and retain customers via highly personalized conversations across channels. Nurture's on-site engagement feature helps you to turn website visitors into subscriber on social platforms. Instantly reach real-time website visitors to survey them for critical market insight and user feedback. Nurture's tag-based segmentation delivers a truly natural marketing database segmentation that just works. You can A/B test your email templates and subject lines like never before with Nurture's dead-easy functionality. Trigger rule-based messages to customers and prospects leading to a very personalized experience. Add human touch to your marketing with real time alerts for sales team to act and connect with engaged prospects.Starting Price: $95 per month -
8
Webmecanik
Webmecanik
Are you looking to transform your leads quickly, retain your customers, or more generally improve your marketing and your customer relationship? We offer several solutions to manage the journey of your prospects and your inbound marketing campaigns with ease and flexibility: Webmecanik Automation and Webmecanik Pipeline software . Target prospects ready to buy, retain and add-sell to your customers, measure and optimize your marketing actions. Significantly increase the return on investment of your actions and your turnover with marketing automation. It provides you with all the tools you need to improve the conversion of your leads, nurture and automate the relationship with them as well as ensure better ROI on many communication channels (email, SMS, notifications, social, etc.) . We have developed great expertise that we put at your disposal through a maintained SaaS solution and support and training solutions to make your marketing campaigns a real success for your business.Starting Price: $400 per month -
9
BenchmarkONE
BenchmarkONE
Make every relationship count and make the most out of every opportunity with BenchmarkONE (formerly Hatchbuck). BenchmarkONE is an all-in-one sales and marketing software for small businesses that combines CRM, email marketing, and marketing automation tools. With BenchmarkONE, growing businesses can easily keep tabs on prospects and customers, automate followup, and track success of campaigns with ease.Starting Price: Free -
10
Salesforce Marketing Cloud Account Engagement (formerly Pardot) is the tool of choice to optimize B2B Marketing automation, without need the need of complicated IT or Development assistance. The platform is designed to help users drive high-quality leads and maintain a full pipeline to help maximize profits. The feature-rich interface offers tools for Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing, & Scoring, Multivariate Testing, Search & Social Marketing, and Website Visitor Tracking. Build lasting relationships with customers through scaled, personalized outreach, while aligning with sales and service. Build dynamic and personalized emails and landing pages with clicks, not code. Give reps full visibility into prospect engagement and seamlessly pass along leads.Starting Price: $1000.00/month/user
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11
Levitate
Real Magic
The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. We’ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.Starting Price: $150 per month -
12
Advisor Promoter
Moberate Technologies
Advisor Promoter is a marketing automation technology that helps advisers connect with customers and prospects, engage in meaningful ways, and ultimately, help their business succeed. Built with a talented team of marketers and technologists with experience in developing enterprise-level market automation solutions for international markets, advisor promoter sets a new standard in simplicity and usability without compromising on power. We have focused on developing a comprehensive system that leverages the latest technology to help advisors reduce compliance risk through automating repetitive tasks such as the review process, nurturing existing relationships through a range of very powerful pre-designed campaigns and generating new leads via referral campaigns combined with engaging content that can be easily shared and tracked across social channels. The power of marketing automation made simple.Starting Price: $100 per month -
13
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
14
Salesforce Sales Engagement
Salesforce
Boost productivity with sales engagement built directly into your CRM. Provide reps one place to work from and connect with customers in all channels. Give reps the time to build meaningful relationships by automating tasks like email follow-ups and meeting booking. Use the AI insights and recommendations of our sales engagement platform to identify prospects most likely to close. Unify all sales activities like emails, phone calls, social touches, and tasks into a single to-do list. Access and action every task from a single, central hub in the CRM. Create a single seller experience that tracks every prospect through the process. Guide sellers with step-by-step instructions for how to prospect and bring best practices to the whole sales team. Include email, phone, and social touch sales tasks. Automate prospecting to keep leads moving. Provide reps with AI recommendations to further customize their own workflow.Starting Price: $50/user/month -
15
Customer Lifecycle Marketing
Right On Interactive
You can’t simply find best-fit customers. You must cultivate them. How? By enabling them to move seamlessly through each phase of the lifecycle, finding the right content or connection they seek along the way. This is the strength of Right On Interactive’s Lifecycle Marketing solution: empowering organizations to know exactly where a prospect or customer is in their relationship with a brand—from prospect to raving fan—and how best to approach them to maximize lifetime value. Your buyers want personalized content and expect it to be delivered through a preferred channel. With our Customer Lifecycle Marketing solution, marketers can now recognize and act on individual customer behaviors to create truly personalized experiences, on any channel, at each stage of their relationship with the brand.Starting Price: $300 per month -
16
Regie.ai
Regie.ai
Automatically create impactful sales campaigns without all the guesswork. Meet REGIE, advanced software that blends the art of language & the science of delivery to create, test, and analyze personalized prospecting email campaigns so you don’t have to. With a few simple steps to identify the buyers you’re targeting, REGIE will automatically create custom prospecting email campaigns with the tone and messaging that has proven most effective with your prospect’s persona. Then REGIE will tell you exactly when to send your emails so that you’re converting more of your prospecting activity into qualified sales opportunities. Welcome to the future of sales enablement, where you’ll finally have the customized content and structures you need to easily launch impactful, multi-touch sales campaigns directly into your sales engagement platform. With REGIE on your side, you’ll never stress about what you should say, the timing of your outreach activities, or how to get your prospects to respond. -
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Magileads
Magileads
Automated prospecting solution that includes Access to a dynamic database of French and international contacts Omnichannel prospecting solution: Mail, LinkedIn, SMS, VMS Analysis of the commitment and responses of your prospects in real time (lead scoring) Socio-professional statistics reporting Management of your campaigns by a Magileads project manager Centralization and management of all your employees' e-mail and LinkedIn accounts Personalized onboarding Creation of your B2B prospecting targets Copywriting and scripting of your campaign sequences Direct conversational model with your prospects via your e-mail and LinkedIn accounts Management of all your collaborators' campaigns on a centralized solution A dedicated project manager Preparatory meeting (Go to Market strategy, stakes, objectives, framing plan) Creation of your lists by prospect segments Creation of your e-mail and LinkedIn messages (Test & Learn) Creation of your multi-channel acqStarting Price: $133 - B2B databases included -
18
ActivePipe
ActivePipe
ActivePipe is an innovative email marketing platform that uses intelligent automation to nurture clients and generate leads. Designed to solve the specific challenges of real estate professionals, ActivePipe enables its users to build relationships at scale and unlock the hidden opportunities in their database. Let the power of email automation nurture your clients in the background and build relationships at scale. Set it up once and ActivePipe nurtures your prospects along the funnel, connecting you with the best leads every day. Spend more time selling and less time marketing. Top agents respond to 100% of their leads in under 100 mins. ActivePipe makes this easy by identifying high value prospects that are ready to buy or sell right now. Get leads delivered straight to your inbox at the exact moment people are ready to act. Know what clients need before you even pick up the phone.Starting Price: $300 per month -
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inTouch
rdcom
inTouch is a multichannel digital messaging platform designed to manage SMS, Email and RCS communications from a single SaaS environment. The platform supports both marketing and transactional use cases, enabling businesses to create personalised campaigns, segment audiences, run A/B tests and monitor performance in real time. inTouch includes automation tools for customer journeys, subscription and opt-in management, pop-ups and sign-up forms, secure OTP delivery and advanced reporting dashboards. A key feature of inTouch is its multilevel account structure, which allows agencies and resellers to create and manage multiple client accounts from one master dashboard, with dedicated users, permissions and analytics for each customer. Available via web interface and APIs, inTouch integrates easily with external systems, CRMs and custom applications. -
20
The CRE Launcher
The CRE Launcher
CRE Launcher is an all-in-one AI-integrated tool built to help commercial real estate brokers automate prospecting, manage pipelines, and accelerate deal flow from a single unified system. It centralizes communications and workflow by unifying the user’s inbox, pipeline tracking, and automation tools so brokers can follow up faster, avoid missed leads, and close transactions more efficiently. It supports automated prospecting campaigns that coordinate emails, text messages, voicemail drops, and phone calls to create multi-touch outreach sequences designed to immerse prospects and increase engagement. CRE Launcher also includes pipeline automation management to automatically track listings, deals, and exclusives, providing visibility into brokerage activity and helping maintain a consistent pipeline. It features AI-powered voice and SMS agents that operate continuously to answer calls and messages, qualify prospects, and maintain responsiveness.Starting Price: $299 per month -
21
Equisoft/connect
Equisoft
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Starting Price: $89.00/month/user -
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Agency Revolution Fuse
Agency Revolution
Unlock your agency management system to attract customers who stay longer and buy more policies. Enhance your customers' experience, streamline operations, and save time with insurance marketing automation! With the right tools to automate your communications, you can effectively build agency relationships at scale without losing that personal touch. Fuse™ seamlessly integrates with the most popular agency management systems to create the ultimate insurance marketing machine. Build stronger relationships by delivering important information when it's needed most. Send a timely text message to customers in the storm's path. Remind them you’re a call away when they file a claim. Share information about where to go when you know evacuations have been ordered. Building customer relationships that last requires trust––earn it by investing in an automated marketing solution to send the right message at the right time. -
23
Outstand
Outstand
Traditional marketing automation is all about sending offers and deals to high volume lists. You, on the other hand, need tools to connect and communicate with prospects, clients, and partners. Traditional marketing automation platforms billed as ‘easy’ are meant for marketers and techies. You need tools that give you just what you need, with features added as you level up—kinda like a video game. When you run a business by yourself, you don’t have a marketing staff to design and write content. You need everything to be created for you from the start—ready to personalize and use. Marketing tools for small to mid-sized businesses focus on the company brand. But as an independent business owner, you need tools that spotlight the brand your clients care about - yours. Independent business owners often represent multiple companies who have their own branding and digital marketing material. You need to be able to get content from everyone you partner with.Starting Price: $32 per month -
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Pulse Technology
Pulse Technology
Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly. You’ll be able to keep things organized with our easy to use CRM (customer relationship management) system. Track all of your communication history for your customers and prospects. Your email and text message communication, notes, tasks and appointments, etc. will be all stored in one place for quick reference. Franchise Systems can take advantage of our full suite of franchise management features and completely integrated system that allows your franchisees to use the exact same platform. All of the data from your franchises will be available in your corporate application for real-time reporting. Save countless hours each week with the robust marketing and workflow automation features that Pulse offers. This will help you streamline many of your marketing and administrative tasks that suck up tremendous amounts of your time.Starting Price: $49 per user per month -
25
Spotler
Spotler
Advanced e-mail marketing software Looking for software to professionally communicate with customers, members, prospects and other target groups? Then Spotler Mail+ is the right choice! Spotler Mail+ is user-friendly software for email marketing automation. With Spotler Mail+, you can easily: » Send beautiful newsletters » Set up automatic email campaigns » Create templates in your own style » Landing pages with forms » And much more! -
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i2i Logic
i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking. -
27
Kartra
Genesis Digital
Create, market and launch online without hiring a team of copywriters, web developers, designers or system integrators! Sell products or services online through our secure and gorgeous checkout forms for both credit card and PayPal payments. Amazing drag-and-drop page builder with hundreds of professionally designed templates. Ultimate flexibility and 100% mobile optimized. Build your leads, prospects and customers database. Organize them in theme groups via lists and custom tags. Engineer a multi-page funnel flow to convert visitors into leads, leads into customers, and customers into recurrent clients! Create live or automated email/SMS marketing campaigns to communicate and engage with your user base. Deliver your content, course or training material with our professionally designed, drag-and-drop membership portal builder.Starting Price: $99 per month -
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Hilo CRM
Hilo IPA
Contact Management and Virtual Office for Network Marketing Professionals. Our powerful contact management section allows you to track all interactions with your clients. Use our dashboard to keep you focused on the activity that moves your business forward. Email marketing is an important of everyone’s business these days. Our system allows you to email your contacts individually or in targeted groups. Design eye-catching email templates, assign prospects to a campaign and your contacts will automatically be sent personalized emails from you. Never forget to follow up with a client and always know where leads are in your pipeline. As the CEO of your business, use our reporting functionality to help you decide which activities are making you money and growing your business. The name of the game in Network Marketing is duplication! Our team management features allow you to create training programs, email templates, and sample language and share it with your entire team.Starting Price: $14.99 per month -
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ReIntent
ReIntent
Identity all of your target accounts in any industry, in SMB, mid-market, or enterprise. Quickly build and download prospect lists with full company and contact info. Know when new prospects enter your ideal prospect criteria. Access top talent and fill your open roles. Connect with the key reporters to create lasting relationships. Access email lists that will help you reach decision-makers. Full company and contact info, including verified email addresses and phone numbers. Each record is scored based on fit to your customer persona and buying signals. Search for prospects by company, contact data, hire date, or a prospect’s responsibility. Access millions of decision-makers. Filter by title, responsibility, industry, or twenty other fields. We perform the highest level of email verification possible, sending actual emails. We then either remove or update any bounces or dead ends. -
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BuzzBuilder
Buzz Builder
BuzzBuilder's platform is the easiest way to generate quality leads and referrals. Use personalized cold email campaigns and timely follow-up to reach crazy-busy executives and increase leads 3X. Are you tired of chasing prospects who won't buy? Use Predictive Lead Scoring to focus on who's really interested. Intelligent automation will manage each step of your campaigns, eliminate data entry, and save you 5+ hours per week. We all want to generate more revenue, but this usually means we need to spend a lot of our time chasing leads when what we really want to do is spend more time building relationships. So how do you find customers without the hassle of relentless cold calling, networking, or trade shows? BuzzBuilder is a complete prospecting system that combines powerful automation tools with a dedicated sales support team. We know you don’t have the time for “hunt and peck” prospecting, so we’ll do all the tedious work for you! -
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Mass Mailing News
Management-Ware Solutions
Are you looking for a unique and innovative mass emailing software for managing your e-mailing list? You want to keep in touch with your clients? our Bulk email software is all you need! Discover the free solution or a cost-effective one, a one-time payment package that allows you to easily manage your email marketing campaigns using desktop mass emailing software. Send newsletters to your customers or prospects is easy and fast with Mass mailing News. With the pervasiveness of the Internet, email has become the marketing tool of choice for getting the message out to current and prospective customers and contacts. For most small businesses, permission-based email marketing campaigns are the most cost-effective way to reach new and existing customers. Mass Mailing News version 2.0 is the HTML mass emailing software of choice. Use it to quickly and easily create professional-looking email newsletters, targeting different customer segments with personalized messages.Starting Price: $49.95 one-time payment -
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OptiMine Insight
OptiMine Software
OptiMine Insight and Intent work together to measure the contributions and value of all campaigns and then guide you to an optimized media plan and marketing budget to achieve a marketing performance lift. Know which ads and campaigns are contributing the most (and least) and take an instant action to lift performance. Deploy in a Fraction of the Time Compared to Multi-Touch Attribution, Marketing Mix Modeling, and "Unified" Solutions. optimize provides the fastest, most actionable cross-channel measurement for all digital and traditional marketing across any online and offline conversion points. optimize Insight and Intent work together to measure the contributions and value of all campaigns and then guide you to an optimized media plan and marketing budget to achieve a marketing performance lift. -
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Maropost
Maropost
All Your Email Marketing Needs Met in One Tool. With Maropost’s cloud marketing platform you can: - Send targeted messages to the right contacts at the right time - Use personalization tools for advanced segmentation and targeting - Achieve top deliverability and a 360-degree view of your customers Maropost is trusted to send billions of targeted emails each and every month by media, publishing, ecommerce and retail enterprises. Maximize revenue with our cloud-based marketing automation platform designed for multi-channel customer engagement. Achieve greater audience engagement, customer acquisition and sales growth through our marketing and email automation. Maropost provides advance reporting, powerful segmentation, email automation and more. Maropost email marketing automation platform converts your prospects into clients through the delivery of targeted messages to the right contacts at the right time. Maropost provides industry-leading inbox deliverability.Starting Price: $500 per month -
34
B2BSprouts
B2BSprouts
Supercharge your revenue engine with strategic targeting, actionable data, verified business leads to grow your sales & marketing pipeline. Leading B2B companies use our AI powered platform for sales & marketing to drive predictable revenue growth. Expand your channel reach and generate new, qualified top-of-funnel leads. Find idea prospects based on industry, location, company size, company revenue, job title and more. Acquire custom prospect lists that precisely match your target audience with deep insight into every contact. Flawlessly, build deeper relationships with your buyers without worrying about quality. Create your sales pipeline and define criteria that uncovers strategic decision-makers based on titles, roles, job functions, geography, industry, technology usage or employee & revenue ranges. -
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CountingWorks Pro
ClientWhys
The CountingWorks Pro marketing software platform is built specifically for CPAs, tax accountants, enrolled agents and tax professionals, and provides easy, automated 360° marketing for your practice to generate more referrals, stay in touch with clients and build a five-star practice. Our suite of services includes custom-built websites, blogging & content, email marketing, search engine optimization, social media, lead & client management, reputation building, and a secure client portal (with appointment setting and eSign). Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place. Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns. Put your growth on autopilot with fully automated digital marketing campaigns that drive more qualified traffic and turn visitors into qualified leads and clients. -
36
MindFire
MindFire
MindFire is the leading growth platform that takes the guesswork out of OptiChannel marketing – so you can increase your revenue, profit, and get closer to your Clients without reinventing the wheel. If your Clients struggle to get prospects and clients to engage, it’s likely because they're using outdated channels and strategies. That's why you need an OptiChannel strategy: to enable your Clients to reach their audience on the devices and channels that are right for them. You gotta keep those presses fed, right? Maybe you’ve never had to market yourself or have relied on word-of-mouth, but now you need to grow leads and sales during this tough time. Or, maybe you want to sell digital marketing services to your clients so you can differentiate from all the other printers beating on their door.Those Silicon Valley companies ignore print. With MindFire at your back, you can grow your agency by becoming an integrated and indispensable partner to your clients. -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
38
Plumb5
Decisive Analytical Systems Pvt Ltd
Plumb5 is a Real-Time Marketing Automation & a Lead Generation Saas Product, which can Measure your Website Traffic / Convert your Website Audience to Prospects /Maximize your Project Enquiries, Site Visits and Conversions / Schedule more effective Promotional Emails, SMS & Whatsapp campaigns / Manage & Monitor all your Leads through various sources / Measure your organic and social campaigns / Live Chat with your Online Visitors -
39
Breakcold
Breakcold
Interact with your B2B contacts via email, LinkedIn & Twitter to close deals & increase customer retention. Engage prospects without opening +1000 tabs a day thanks to a prospecting feed. Regroup prospects' LinkedIn and Twitter posts along with their company ones in one place, then like and comment on posts to build relationships. You can also use this to increase customer retention with existing clients. Once you've engaged with warm prospects on social media, shoot them a quick Twitter/Linkedin DM or an email to stay on top of their minds. Get inspired from prospects' posts and hyper-personalize your messages without doing groundwork prospect research. Breakcold is a social selling CRM but also a sales CRM with an easy-to-use sales pipeline management tool. Your prospecting feed will also adapt depending on where your prospects are in your sales pipeline. Create opportunities, manage deals or move leads in different lists right from LinkedIn.Starting Price: $29 per month -
40
InBoundio
inBoundio
To help you generate more leads and sales, Inboundio provides a natural, secure way for managing your prospects. Fully integrated with your Inboundio CRM, set up, send and track beautiful email marketing campaigns. Create landing pages for laser-like marketing campaigns. Simply drag and drop, no coding gurus are required. Leads are good, sales are better. Inboundio supports your sales people. Create and manage your own brilliant digital marketing campaigns. -
41
NeoDeal
NeoDeal
Generate leads with your LinkedIn profile. Hundreds of companies are already using NeoDeal to develop and manage their prospecting on Linkedin. Import the LinkedIn profiles of people corresponding to your core target. More than 700 million profiles are present on Linkedin. NeoDeal helps you find your targets and create contact lists for your marketing & sales campaigns. NeoDeal gives you the profiles of people who have viewed your profile and who have liked/commented on your LinkedIn posts. NeoDeal carries out your LinkedIn message campaigns to build relationships and initiate exchanges with the people you are targeting. NeoDeal has integrated Dropcontact technology to automatically enrich the emails and phone numbers of your Linkedin contacts. Enrich the contact details of your LinkedIn contacts. A complete offer to help you make Linkedin a source of business. Create your contact lists from Linkedin, sales navigator, or Excel/CSV imports.Starting Price: €990 per year -
42
XMPie
XMPie
The leading technology for engaging your audiences with personalized, relevant communications across Print and Digital media touchpoints. Boost collaboration, visualization and time-to-market for your 1:1 multichannel marketing campaigns. New! The Circle GUI now powers XMPie's Cross Media dashboard giving a clear and unified view for managing touch points and deploying and monitoring the entire multichannel campaign. Circle features an intuitive user interface that enables interactive diagramming and visualization of all phases of a multichannel marketing campaign-from conceptualization to campaign creation, through to execution and results monitoring. Service providers, agencies and clients can together sketch, view, plan, build, and automate 1:1 multichannel communications campaigns at every stage of development. -
43
LeadCandy
Hachi Labs
Lead Generation and Sales Intelligence solution for B2B Sales and Marketing teams. - Find new prospects - Get full profile information with verified emails - Use your network to reach more prospects - Gain access to more accounts through team network - Enrich your marketing data - 95% email accuracy guarantee Search for prospects, get full profile information with verified email address and mutual contacts. Turn cold outreach into warm introductions by reaching out to your prospects through your team’s network relationships - across various professional and social networks. Convert any data point into rich profile information, to run highly targeted and personalized marketing campaigns. Kickstart your lead generation with curated lists of decision makers - Founders, CEOs, CxOs, VPs, Directors at fast-growing companies. Our Email Concierge Service will build custom lead list per your exact requirements.Starting Price: $49.00/month/user -
44
Ynot
Ynot
Admissions and marketing software designed for higher education institutions to increase conversions. Track the journey of a prospect from a new inquiry to an active student. In addition to securely capturing prospects information, Ynot allows direct engagement via phone call, email and text. Each contact attempt, and enrollment turning point is logged, and each call is recorded. Ynot can integrate with your SIS and thousands of third party applications to ensure your data is accurate. Ynot enables you to automate portions of your educational organization’s marketing and admissions process without losing the feeling of a personal touch. Your Reps will love it! YYou will be able to use Ynot CRM to put prospective students on a lead nurturing track where you can personalize all communications from text messages to emails to phone calls. Know where 100% of your inquiries are coming from. Immediately start engaging with prospective students through text, email, and phone calls.Starting Price: $45 per month -
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Bonzo
Bonzo
We are not a CRM, we are Conversation Software. Bonzo helps business owners create conversations at scale and empower their voice through simplicity, automation, and authentic outreach. Easily build automated workflow campaigns through 5-channel follow-up, including sms, email, video, calls, and voicemails. Speak directly to your audience with custom data fields, personalizing your outreach around who they are and what they’re looking for. Respond and converse with your prospects with our mobile app, Bonzo Go. Use our proven, pre-built campaign templates to drive inbound conversations. Get up and running in minutes. Send bulk texts, emails, and voicemails to your database with just two-clicks. Easily manage your people and conversations with simplicity. Remind yourself to get back with a prospect, send documents, or follow-up. Distribute leads to team members in a round robin rotation and track the progress of each lead. -
46
Loyalistic
Loyalistic
Marketing automation enables you to automate your routine marketing activities e.g. email sending and contact information collecting to save you time and bring the customer closer to you and your offering. Only few people are ready to instantly buy so MA helps you to nurture them with content they are interested in and send it when it is natural in their purchase process. To get the maximum benefit out of your content e.g. to assist you in lead generation, combine your content marketing with your marketing automation system. MA also helps you to create content that your prospects and clients search and want to consume by offering analytics on how well your content performs. Build - measure - learn, that’s your key to success! You can track how an individual contact acts with your marketing material, too, so you know who is interested and in what and you can time your marketing and sales activities right.Starting Price: $95 per month -
47
envivo
envivo.io
Increase your deal close-rate by sending hyper-personalized offers to prospects via a branded microsite, with the opportunity to cluster the content you send for more impact, engage in personal chats with your prospects, personalized email reminders, and much more. The moment of first contact is when your personalized relationship with your prospect begins. It starts with proposal, moves to signature, and then comes onboarding. envivo is the only solution you’ll need for everything related to your clients. Answer all their questions, make them offers, share documents, manage contracts and onboarding. envivo is a personal dialogue with your customers and prospects, who can access your offer from any device, be it smartphone, tablet or laptop.envivo brings everything together for you. Instead of countless emails, phone calls and documents in an endless expanse of communication, the entire sales cycle finally happens in one digital place.Starting Price: €19 per month -
48
366 Degrees
OMI
366 Degrees is a powerful marketing automation software for small- & mid-sized business to simplify campaigning. And its email marketing is a true beast! Turn prospects into leads, leads into customers & customers into loyal fans with simple outreach sales engagement platform. -
49
Optimiser
Optimiser
Optimiser provides every type of business a unique and customizable solution to enhance and streamline their processes. An integrated set of tools for your CRM and other vital departments blends seamlessly with your day to day operations, guided by Optimiser's expert support team and an intuitive interface. Grow valuable user profiles and innovate the way you manage customer relationships with powerful CRM. Pipeline drives strong prospect management. Data analytics inform insightful business decisions. Contacts and accounts build data-driven profiles. Collaborative team calendar. Every feature you need to attain growth, integrated on a single platform. Comprehensive, simple and fully-customizable business management software allows companies of any size to increase revenue, enhance processes and deliver tangible results. Boost your high-performing sales team using strong sales strategies, prospect insights, automations and accelerated deal closure.Starting Price: £25 per user per month -
50
Neoletter
JustRelate Group
Neoletter allows you to target your customers and prospects in an easy and highly personalized way. You can send as many emails as you want with a single button click, create new web forms in seconds, segment contacts in your CRM based on their behavior and turn them into paying customers. The software easily connects to your CRM system and your existing IT infrastructure. Neoletter's underlying technology from JustRelate is already in use in companies of all sizes and is used to send millions of emails to customers and leads. • Easy sending of mailings • Powerful, intuitive landing page and form builder • Convenient automation of marketing communications, e.g. automatic response to inquiries
