Page 6 - Top Canopy Alternatives

Ploomes

ploomes.com

Ploomes is the first platform that combined CRM, process automation and proposal generation. Have control of the entire commercial operation, from the lead generated to its conversion and loyalty, unifying the salesperson's work environment and enabling a 360º view of customers. We fill a market gap by combining the robustness of more traditional CRMs and the ease of implementation, use and maintenance of simpler CRMs. With this positioning, we have become the largest Latin American CRM company, serving clients such as Philips Healthcare, Intelbras, Grupo Moura and Unimed.

Upwex

upwex.io

Browser extension that uses AI to improve results for freelancers and companies on Upwork. AI Tools for Upwork: job rating, proposal generation and CRM sync.

MYOB New Zealand

myob.com

Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.

Spiro

spiro.ai

Spiro.AI provides the world’s smartest customer platform for companies in the supply chain. Spiro.AI combines automated CRM capabilities, sales enablement, analytics, and integrated voice-over-IP all into one powerful platform, driven by an AI Engine which makes proactive recommendations to decision makers in real-time. Spiro.AI customers report this increased visibility has helped them close deals 23% faster and grow their customer contract values by 32%.

Claritysoft

claritysoft.com

Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.

RELAYTO

relayto.com

How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. Check out our own RELAYTO-powered buying experience that started as a conventional presentation. >> https://rla.to/pitch << Simply import your PDFs and presentations (and add any supporting content, text, web/social content, images, video, and audio) into our intuitive builder to assign interactive elements and publish to your team for instant viewing on desktop and mobile screens. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful. https://relayto.com/showcase

webCRM

webcrm.com

Integrated business growth and customer management solutions. Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform.

Breakcold

breakcold.com

Breakcold is a Sales CRM where you can engage & contact B2B contacts via Email, LinkedIn & Twitter. It's a Social Selling CRM for SMBs & Startups.

Ansarada

ansarada.com

Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpose-built, digital, customisable workflows and checklists for M&A, capital raising, business audits, tenders and other high-stakes outcomes. Ansarada's mission is to raise and protect every company’s potential. We do this by offering free trials of our Virtual Data Room, 24/7 localised expert support around the work, integrated Q&A via email, AI-assisted deal prediction, plus easy drag-and-drop upload and superior document security controls. Our deal software draws on insights from over 35,000 transactions to deliver stronger business outcomes, based on best practices. More than just a virtual data room, Ansarada is a tool for end-to-end deal management, allowing always-on deal activity and secure file sharing. With over 15 years of experience, Ansarada’s software has a sophisticated simplicity that reduces transaction timelines and costs. Used by companies, governments and advisors in 180 countries worldwide, Ansarada makes it easier for dealmakers and business leaders to focus on driving successful results, in less time, achieving optimal transaction value.

BenchmarkONE

hatchbuck.com

BenchmarkONE helps businesses grow with sales and marketing software. We're the all-in-one solution for CRM, email marketing, and marketing automation - built for the way you work. Reach customers and drive revenue with our easy-to-use SaaS platform.

Workbooks

workbooks.com

Workbooks CRM joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based system. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way.

Loopio

loopio.com

Loopio help businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more, helping automate and streamline this manual and time-consuming process. It all starts with our approach to content management, which gives your team on-demand access to the information they need to respond to RFPs or other questionnaires, and helps keep information up-to-date, organized and built to scale with your business. Our intelligent tools eliminate the tedious tasks that slow you down. With a single click of the mouse, our automation tool, Magic, begins completing your questionnaire for you, taking the first pass at answering common questions. Response Intelligence™, Loopio’s proprietary machine learning technology, surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP Response solution to use on the market. The proof is in the numbers—Loopio customers get amazing results, including: ■ 51% more RFP responses completed ■ 85% win more business ■ 42% in time savings Loopio is trusted by 1,500 leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. Request a demo at www.loopio.com/demo to see how you can start streamlining your response process.

MyClients CRM

services.gomyclients.com

MyClients CRM is a comprehensive, all-in-one platform designed to empower small businesses, coaches and solo entrepreneaurs. It offers a range of powerful features, including lead management, client relationship nurturing, marketing automation, analytics, and AI-powered tools. With MyClients CRM, users can streamline their business operations, attract more clients, and enhance overall efficiency. The platform's intuitive interface, customizable workflows, and seamless integrations make it a valuable tool for optimizing business growth and success

Quiverflow

quiverflow.com

Everything You Need, All In One Place Grow your business with our robust CRM, workflow automation, and email + SMS marketing tools to convert more leads into clients.

Dailybiz

dailybiz.com

Dailybiz is an online management software created for VSEs/SMEs. Save time with THE easy-to-use management solution that meets all your needs: invoicing, sales management, accounting, customer relationship management, project management, inventory management.

Upnify CRM

upnify.com

Upnify CRM is a sales system designed by professional salespeople.Through Upnify's automated tools and reports you will be able to accelerate your response speed and strengthen your follow-up patterns, controlling the activities of sales executives such as: follow-ups, calls, visits, videoconferences, quotes, emails, whatsApp, sms, etc. Take control of your sales process and sell more with Unify CRM.

Qebot

qebot.com

The Qebot Marketplace partners with the best software companies available to allow business managers to shop for digital tools and apps to help manage and grow their business. After purchase, the tools can then be accessed directly through the Qebot Platform. One login to manage your entire business. Current offerings: -Website builder -Social media manager -Directory listing manager -Review/reputation manager -Email marketing manager -Cloud storage -CRM -Advertising campaign manager -Content Marketing

Zendo

getzendo.io

Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software.

Tall Emu CRM

tallemucrm.com

Tall Emu CRM is a comprehensive customer relationship management (CRM) software system designed to streamline business operations and enhance customer interactions. Tall Emu CRM offers a wide range of features and benefits tailored to meet the needs of businesses across various industries. * Contact Management: Tall Emu CRM allows businesses to effectively manage their contacts, including customers, leads, and vendors, in one centralised platform. Users can easily access contact information, communication history, and interactions. * Sales Automation: The CRM offers robust sales automation tools, such as lead management, opportunity tracking, and sales forecasting. This helps sales teams prioritise leads, track sales pipelines, and identify opportunities for growth. * Marketing Automation: Tall Emu CRM enables businesses to automate marketing campaigns, including email marketing, social media integration, and lead nurturing. Users can create personalised marketing strategies to engage customers and drive conversions. * Customer Service: With built-in customer service features, businesses can efficiently manage customer inquiries, support tickets, and service requests. The CRM provides a unified platform for resolving issues and delivering exceptional customer support. Benefits: * Improved Efficiency: Tall Emu CRM streamlines business processes, automates repetitive tasks, and eliminates manual data entry, resulting in improved efficiency and productivity. Seamless integrations with MYOB and Xero accounting software means no double entry and reduced chance of errors. * Enhanced Customer Relationships: By centralizing customer data and interactions, businesses can deliver personalised experiences, build stronger relationships, and increase customer satisfaction. * Increased Sales Revenue: The CRM's sales automation capabilities help sales teams prioritize leads, close deals faster, and maximize revenue opportunities, leading to increased sales performance. * Effective Marketing Campaigns: Tall Emu CRM empowers businesses to create targeted marketing campaigns, track campaign performance, and measure ROI, resulting in more effective marketing strategies and higher conversion rates.

ConvergeHub

convergehub.com

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity. ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date. You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business. ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, Wordpress, etc. and also through Zapier, Piesync, APIs and Webhooks.

RealtimeCRM

realtimecrm.co.uk

RealtimeCRM saves you hours in research and data entry. We'll find the information you need automatically.

Nutsales

nutsales.co

What is Nutsales? Nutsales is an AI-driven CRM platform fueled by a scalable human team. We can first turn your multiple-mailboxes become interactive funnels by Customize pipelines with Gmail Integration for Sales, Customer Support, Human resource etc. Automate lead assignment using advanced algorithms, considering segmentation criteria or round-robin. Empower team communication with real-time collaboration, tagging, and comment Getting new leads from inbound or outbound, integrate and engage immediately With Nutsales, you'll have a 24/7 team, ensuring no customer conversation goes unnoticed.

TeamGram

teamgram.com

TeamGram is an all-in-one cloud-based tool that helps business teams collaborate, manage tasks, customer relationships and sales. With instant deployment, an extremely easy to use interface, web, Android and iOS apps, zero administration, and sensible pricing, it is the ideal business tool for businesses of any size.

Osmos Sales CRM

osmoscloud.com

Osmos Cloud is a cloud business management software (ERP) that is integraded with a customer relationship management (CRM) and reporting section that included accounting (BI) for micro and small business owners.

Barantum

barantum.com

Barantum is the leading Cloud CRM Indonesia for field sales teams, designed to help salespeople in their day-to-day lives by acting as their personal assistant. Think of it as the Siri for your sales team built to make selling more efficient on-the-go.

Serviceform

serviceform.com

Serviceform – The only software your business needs for Sales, Support and Marketing Have website visitors but not converting them into customers? Let's change that! Serviceform helps businesses around the world to convert website visitors into revenue. This is done by combining lead generation tools, analytics to identify the behaviour of the website visitors and a CRM to provide a single solution for website conversion and customer management. Our vision is to be a globally leading company focused on pushing the boundaries of online lead generation and communication. We want to be the only software your business needs for Sales, Support and Marketing. Serviceform is a Finland-based SaaS company. We are committed to growing the best possible lead generation tools and analytics tools. We want to allow business owners to make educated decisions and grow their businesses predictably. About our technology, we provide an all-in-one software platform that helps companies simplify their sales, marketing, and customer support process. • The only 6 website conversion tools you'll need: Chatbot, Live chat, Dynamic form, Conversational landing page, Engagement chatbot, Popup, and Floating bar. • Management tools: Flex xRM, Ourly Meeting scheduler, Website analytics, and Cookie banner. • Communication tools: Social inbox, Email and SMS campaign builder.

Soffront

soffront.com

Soffront offers an award-winning CRM and marketing platform and fully managed marketing services. For over 25 years, Soffront has helped thousands of businesses establish their brand, generate more leads, and close more sales. Soffront gives customers access to an expert marketing team that works as their own extended team. Managed marketing services offered include website design, SEO, digital advertising, and social marketing services. The Soffront platform is entirely web-based, with no need to install anything and includes lead management, email and social marketing, reputation management, sales prospecting and forecasting, customer service, and more. The platform can be configured with drag-and-drop tools, instead of programming or needing external IT knowledge.

Cinode

cinode.com

Who knows what, who’s available, what can I sell? We provide the crucial insights into sales, delivery, and skills you're currently missing. Cinode is the all-in-one platform to boost your consultancy's growth. We're the top choice in the Nordics for a reason.

Payaca

payaca.com

Customer Relationship Management for Ambitious Field Service Businesses. Elevate your field service business with simple, yet powerful CRM solutions, designed to enhance customer engagement, optimise workflows, and drive growth.

Hummingbird

hummingbird.co

Hummingbird is a compliance and risk platform helping financial institutions streamline financial crime investigations and program operations. The platform acts as a single source of truth, bringing together customer data, case management, investigations, and regulatory reporting into a single solution. Cases in Hummingbird can be worked from any starting point (everything from transaction monitoring and fraud alerts to flagged KYC and KYB checks). Hummingbird provides an extensive suite of investigative tooling, including data visualizations, detailed customer profiles, integrated requests for information (RFIs), and more. Compliance teams also benefit from improved oversight and controls with customizable workflows, detailed analytics, and comprehensive audit trails. In addition to driving greater efficiency for compliance teams, Hummingbird also distinguishes itself by offering a uniquely flexible and scalable solution. Whether it’s switching transaction monitoring providers, integrating additional third-party data, or filing regulatory reports in new jurisdictions, you can easily create a perfectly tailored solution with Hummingbird.