Page 4 - Top Insightly Alternatives

Regal.io

regal.io

Regal is the new standard in ai-powered CX. Regal understands real-time customer intent signals, and automatically tailors multi-touch inbound and outbound interactions with a blend of Regal AI Agents and your human agents. Customer-first brands including Angi (formerly Angie's List), AAA, Google, Harvard (through Podium Education), K Health, Kin Insurance, Ro, Toyota, and Varsity Tutors have improved their engagement with hundreds of millions of customers through Regal, leading to $5B in revenue. Regal.io is based in NYC and is backed by $83M from leading investors including Emergence Capital, Founder Collective and Homebrew.

Salesmate

salesmate.io

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. From lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try.

Emplifi

emplifi.io

Emplifi is the leading unified CX platform built to bring marketing, care and commerce together to help businesses close the customer experience gap. Emplifi is a global company with over 20 years of industry expertise helping more than 20,000 brands, such as Delta Air Lines, Samsung, and Ford Motor Company, provide their customers with outstanding experiences at every touchpoint on their customer journey. Emplifi’s Social Marketing Cloud allows brands to relate, communicate, build and adapt to the dynamic world of social media. Intuitive, all In One, friendly platform Teams quickly onboard and start working with the award- winning, friendly UI and all the tools and workflows needed to plan, schedule, publish, and measure results across every social channel. Powerful listening tools measure pulse AI-powered community management and listening tools generate insights on competition, trends, influencers, followers and behaviors so marketers apply the right content to the right audience. Best- in-Class Analytics and insights Rockstar social teams prove their results with ease through deep insights that come from powerful analytics and unparalleled custom reporting to go beyond the basics to real business results. Integrated service and care across social Intuitive, no-learning curve, integrated social customer care tools help teams better help out customers as they queue, route, resolve in an instant on social media. Integrated ShopStream livestream video shopping Dazzle your clients with live video shopping experiences. Fuel your digital shopping journey to drive your customers from browsing to buying.

Nimble

nimble.com

Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.

OnePage CRM

onepagecrm.com

OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.

Trengo

trengo.com

Trengo is a comprehensive customer engagement platform designed to streamline communication across multiple channels, enhancing the customer experience and team collaboration. With a focus on efficiency and automation, Trengo enables businesses to manage customer interactions seamlessly from a single interface.

Chorus.ai

chorus.ai

Chorus by ZoomInfo is an AI-powered Conversation Intelligence platform that captures & analyzes all your customer engagements across phone calls, video meetings, and email so your team hits their number.

SalesDirector.ai

salesdirector.ai

SalesDirector.ai is an agnostic revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. SalesDirector.ai helps B2B sales organizations scale by delivering intelligent sales analytics to their CRM and BI tools. We capture email and calendar data from sales reps and cross-reference their CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading software, technology and financial services companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData. SalesDirector.ai is headquartered in Irvine, California. CRM DATA AUTOMATION SalesDirector completely automates the activity capture process for sales reps and enters it into your CRM without any manual intervention and without installing any plugins, extensions or software. Automated data capture saves sales reps an average of 25% of their total time - letting them focus more on selling. NO UI/UX Sales professionals already suffer from UI/UX fatigue. There is ZERO change management required to use SalesDirector.ai. SalesDirector delivers sales insights and intelligent data directly to their CRM or BI Tool of choice and does not require sales reps to learn another software interface. We believe that solutions that introduce “yet another UI” for sales reps to adopt is a long-term losing proposition YOUR DATA BELONGS TO YOU We believe that your sales data is your IP and that you should be able to access it directly at any time and any way you’d like. Your sales data should not be locked or inaccessible in a proprietary vendor’s data warehouse. SalesDirector’s revenue data platform is agnostic and can be used to power your BI Tool of choice (including Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). SALES FORECASTING Increase forecast accuracy and eliminate end-of-quarter surprises with objective, AI-enhanced forecasting. POWERING THE ENTIRE REVENUE STACK SalesDirector.ai’s intelligent sales data and insights can be leveraged across the entire revenue stack (New Business Sales, Customer Success, Account Management and Marketing).

Re:amaze

reamaze.com

Re:amaze is a helpdesk and customer messaging platform designed for websites, stores, and apps. Use Re:amaze to provide exceptional customer support through live chat, email, social media, mobile SMS/MMS, VOIP, and FAQ Knowledge Bases. Businesses of all shapes and sizes also rely on Re:amaze for sales and marketing automation using features such as Re:amaze Cues (a way to automatically message online customers), Re:amaze Chatbots, Re:amaze Live Dashboard (to monitor online customer activity in real time), and send customer satisfaction surveys (to gauge service quality and gather feedback). Re:amaze offers native integrations with many popular 3rd party apps such as Slack, Shopify, BigCommerce, Stripe, MailChimp, Google (Analytics, Tag Manager, Suite), ShipStation, Klaviyo, and much more. Businesses can also use a single Re:amaze account to manage customer service for multiple businesses or stores with the Multi-Brand feature.

Spiceworks

spiceworks.com

Spiceworks is a professional network for the information technology (IT) industry that is headquartered in Austin, Texas. The company was founded in January 2006 by Scott Abel, Jay Hallberg, Greg Kattawar, and Francis Sullivan to build IT management software.Spiceworks is an online community where users can collaborate and seek advice from one another, and also engage in a marketplace to purchase IT-related services and products. The network is estimated to be used by more than six million IT professionals and 3,000 technology vendors.The company's free proprietary software is written in Ruby on Rails, and runs exclusively on Microsoft Windows. The software discovers IP-addressable devices and includes help desk functionality and an integrated knowledge base.

HelpDesk

helpdesk.com

HelpDesk is an online ticketing system suitable both for small businesses and enterprise clients. It provides easy-to-use features and an intuitive user interface that are designed to simplify your team’s efforts. HelpDesk allows you to manage all the messages from your customers in one place. You can use tags, ticket assignment and private messages to resolve customers’ issues with greater precision. It is a simple yet powerful solution that can boost your team’s productivity and save your agents’ time. HelpDesk gives you one transparent pricing plan with all the features included.

People.ai

people.ai

People.ai is the leader in guiding enterprise sales teams on the proven path to pipeline and revenue generation. The People.ai enterprise revenue intelligence platform ensures organizations speed up complex sales cycles by engaging the right people in the right accounts. Through our patented AI technology, People.ai enables sales teams to clearly see whom to engage within each of their accounts and exactly what to do to deliver the highest-yielding deals. Enterprises such as AppDynamics, DataRobot, Okta, and Zoom know that people buy from people, and that’s why people buy from People.ai.

SocialHub

socialhub.io

SocialHub is the world's simplest Social Media Management Software. Create and schedule Facebook Posts and Ads faster than ever with just a few clicks. Plan all your content in the simplest interface you'll ever work with. Work together as a team with powerful collaboration features and get simple to understand Analytics that show you what works at a glance. Plan, schedule, promote and analyse social media posts in just a few clicks, saving hours of time every day. The only question is: What are you going to do with all that extra time?

Recruit CRM

recruitcrm.io

Recruit CRM is an Applicant Tracking System. Recruit CRM is used in over 60 countries and has powerful features like resume parser, mobile app, API integration, an email client, and hundreds of free jobs boards.

Ascent360

ascent360.com

Ascent360 is a Data Driven Marketing Automation Platform that gives you a 360-degree view of your customers and enables you to accelerate your sales and maximize customer retention through cleansed data, segmented audiences and personalized, automated campaigns. It's never been easier to turn your customer data into sales.

Kustomer

kustomer.com

Kustomer is the first-of-its-kind customer service CRM platform built for managing high support volume by optimizing experiences throughout the customer service journey. Kustomer helps brands quickly resolve conversations on all digital channels by automating 40% of interactions via self-service, first contact resolution with intelligent routing, and driving omnichannel experiences between customers and agents. Our open CRM platform minimizes costs by acting as a single record of truth, managing and contextualizing data to drive smarter processes that scale business. Kustomer IQ embeds AI throughout the platform to eliminate repetitive tasks, deflect easy questions, and power support experiences that satisfy customers. Today, Kustomer is the core platform of some of the leading customer service brands like Ring, Glovo, Glossier and Sweetgreen. Headquartered in NYC, Kustomer was founded in 2015 by serial entrepreneurs Brad Birnbaum and Jeremy Suriel, has raised over $174M in venture funding, and is backed by leading VCs including: Coatue, Tiger Global Management, Battery Ventures, Redpoint Ventures, Cisco Investments, Canaan Partners, Boldstart Ventures and Social Leverage.

TeamWave

teamwave.com

TeamWave is the best small business CRM, project management & HRMS software. A better way to manage your projects, team and sales.

Leadsales

leadsales.io

CRM for WhatsApp, Facebook and Instagram Centralize your chats in columns, automatically assign them to your sales and customer service teams

Insider

useinsider.com

Insider—a single platform for building individualized, cross-channel experiences—enables enterprise marketers to connect customer data across channels and systems, predict their future behavior with an AI intent engine, and build individualized customer experiences. Marketers use Insider’s platform to deliver consistent and engaging experiences across Web, App, Web Push, Email, SMS, WhatsApp Commerce, and more. Having recently unlocked unicorn status, Insider was also congratulated by NASDAQ for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world. CrunchBase recently ranked Insider’s co-founder and CEO Hande Cilingir as one of the top women CEOs outside the US. One-third of Fortune 500 companies and top brands across retail, automotive, and travel choose Insider to deliver AI-led personalized experiences that exceed customer expectations. Insider is trusted by over 1,200 global businesses, including Singapore Airlines, Estée Lauder, Virgin, Toyota, New Balance, IKEA, GAP, L’Oreal, Samsung, Vodafone, Allianz, Santander, BBVA, Pizza Hut, Newsweek, MediaMarkt, Nissan, AVIS, MAC, Marks & Spencer, Madeira Madeira, Avon, and CNN.

Method CRM

method.me

Method:CRM is the #1 rated CRM for QuickBooks Desktop and Online users with 1,300+ five-star reviews on Intuit’s apps.com. Use Method:CRM’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date! Better yet, put time back in your day as Method:CRM automates lead collection as well as your estimate and invoice creation process. With Method:CRM, your productivity skyrockets and you can say goodbye to double data entry once and for all! Method:CRM’s built-in online customer portals are designed to elevate your customer service and keep your customers coming back for more. Easily take a data-driven approach to marketing and sales with Method:CRM’s robust activity tracking and the 360-degree view you instantly get of each customer.

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

vcita

vcita.com

vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.

NetHunt

nethunt.com

NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies

eDesk

edesk.com

eDesk helps online retailers and brands deliver seriously extraordinary customer service, everywhere they sell. eDesk offers a whole suite of award-winning eCommerce tools to streamline customer support processes and reporting for faster response times to dramatically improve productivity and profitability. Its customer support software has been designed specifically to give eCommerce businesses a unified view of all customers’ queries, centralizing all their support channels, social media, webstore and marketplace messages, with its Smart Inbox. It automatically prioritizes messages based on your business needs and assigns them using role based rules, so your team can reply to customers 5x faster, build loyalty and drive repurchase. When dealing with customer queries, its AI automation suggests the best answers and translations so your agents can respond easily, and in any local language. Businesses serious about selling online can scale customer service as they expand into new markets with confidence. eDesk natively integrates with and consolidates data from over 200 marketplace, webstore, social networks, communications, and logistics channels – more than any other customer support software provider – so you can access end-to-end order information at the click of a button. eDesk is also the only customer support solution on the Amazon and Walmart developer councils, helping online retailers and brands grow their businesses through new sales channels, well-connected to their customer support tools and processes.

SalesScreen

salesscreen.com

SalesScreen is a state-of-the-art sales performance platform that uses gamification and visualisation to empower sales teams to unleash their full potential. Our mission is to help our customers improve sales performance and build happier workplaces. SalesScreen is designed to meet the challenges of the modern world of sales. Our clients have told us of the industry problems that they encounter time and again: - The Problem: High employee turnover weakens sales culture and creates problems with onboarding. - SalesScreen Solution: Our platform is proven to boost staff retention. This is achieved through gamification and visualisation techniques that help to build a high-performance sales culture. - The Problem: Keeping track of all the key data and sales team performance metrics can be problematic for sales leaders. - SalesScreen Solution: SalesScreen’s dashboard offers all the analytics you need in one place. Our leaderboards and scorecards make it easy to take a deep dive into your key data and KPIs.

SalesBoss

salesboss.ai

SalesBoss is an all-in-one sales, marketing, communications, and automation software platform for local businesses across industries, including home services, retail, automotive, real estate, professional services, and more. SalesBoss combines the power of Sales, Marketing, SMS, Email, Calls, Calendar, Webchat, Inbox, Pipeline, Reviews, Payments, Websites, Funnels, and Automation in one AI-powered solution. From lead capture and nurturing to deal closing and customer retention, Salesboss helps you manage your entire sales pipeline on one easy-to-use platform. Plus, its built-in automation capabilities save time and increase efficiency by automating repetitive tasks. Local Businesses can organize their data, generate more leads, create strong pipelines, and close more deals faster.

MoEngage

moengage.com

MoEngage is a cross-channel customer engagement platform built for marketers and product owners who value agility over cumbersome complexity. We help consumer brands adapt quickly to evolving customer expectations through real-time insights and personalized cross-channel communications. MoEngage is trusted by over 1,200 global consumer brands, including Soundcloud, Citi, McAfee, 7-Eleven, Samsung, Flipkart, Domino’s, Nestle, Deutsche Telekom, and Airtel. With offices in ten countries, MoEngage is backed by Goldman Sachs Asset Management, B Capital, Steadview Capital, Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures. Product Description: * Cross-Channel Marketing Segment and engage with your customers in real-time via their preferred channel at their preferred time based on their actions, behavior, attributes, and preferences. MoEngage allows you to engage your customers through eleven channels across your website, email, mobile app, SMS, WhatsApp, and social media. * Customer Insights Bring your customer data into MoEngage and leverage Sherpa, our AI engine, to gain insights into customer behavior and preferences. Segment and engage customers easily from a single dashboard. Just a few clicks, and you're all set! * Web and App Personalisation Delight your website and app visitors with personalized content, offers, and recommendations based on their preferences, likes, journey stages, and lifestyle affinities. * Real-Time Transactional Alerts MoEngage Inform provides a unified infrastructure to manage critical alerts across channels and vendors with a single API.

eWay-CRM

eway-crm.com

eWay-CRM helps companies to be truly effective. We transform the well-known Outlook environment into a full-fledge CRM. Download for Free.

Scoro

scoro.com

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.

Ontraport

ontraport.com

Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.