Page 5 - Top ClientPoint Alternatives

IncoDocs

incodocs.com

IncoDocs’ online software brings together your invoicing & export documentation in one place to streamline the way you work and eliminate data re-entry and costly human errors.

Portant

portant.co

Portant is the fastest and easiest way to automatically generate invoices, contracts, reports, e-signatures, and all other paperwork. With a few clicks, Portant takes care of your business admin. Generate professional, beautiful and error-free documents that teams and customers will love. Never waste another minute on boring manual tasks! Works with Google Workspace, Outlook, GMail, and syncs data from HubSpot, Xero, Glide, Tally and Zapier.

AvePoint

avepoint.com

Collaborate with Confidence. AvePoint provides the most advanced platform to optimize SaaS operations and secure collaboration. Over 17,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint's global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. Founded in 2001, AvePoint is a five-time Global Microsoft Partner of the Year and headquartered in Jersey City, New Jersey.

Squirro

squirro.com

Squirro is a versatile generative AI tool designed for enterprise search, insights, and automation. It is built with an advanced AI framework, Retrieval Augmented Generation (RAG), that enhances the accuracy of the responses generated by larger language models (LLMs). This enhancement is made possible by incorporating external sources of knowledge to support the model's internal understanding. The SquirroGPT component of the tool uses Semantic Search to query the LLM, facilitating a more efficient and informed data retrieval process. When a user enters a prompt, SquirroGPT searches the knowledge base, including the ingested data and documents. Relevant information is then sent to the LLM, and the response is verified against the knowledge base before being relayed to the user. This ensures each answer is supported with evidence, and the refining process reduces inaccurate responses. The tool also specializes in providing accessibility to complex organisational data, with the capacity to define data sources and permission rights to suit individual business units. It enables users to interact with data without needing to open documents, providing more precise results by analyzing relevant paragraphs instead of entire documents. This tool offers enterprise-grade security and can be embedded for wide audience accessibility.

Prezentor

prezentor.com

At Prezentor, we believe in making sales more human. Our dynamic sales-enablement software transforms the way sales are done by creating dimensional experiences out of sales presentations — so you can sell better and become your client’s trusted advisor. Prezentor helps you build a dialogue with your customers and gain valuable insight into their needs. Beautiful, welcoming visuals combined with showing relevant information at the right time keep your client engaged, while practical features like Return on Investment (ROI) calculators and interactive widgets enrich your business intelligence with every presentation. Advanced tracking technology gives insights into your content’s ¨-performance, making your post-presentation follow-ups even more effective. Manage all your sales content and quickly equip your sales teams with everything they need to convert prospects into customers with our app for tablet, desktop and mobile. Offline capability means keeping your sales force updated with the right tools + materials doesn’t have to be comprised by a poor connection. Automatically gathered data about customer preferences and sales rep’s engagement help improve performance over time. Qualify your leads easier and follow up faster on sales meetings with Prezentor’s intelligent sales tool.

Showell

showell.com

Showell is an award-winning sales enablement tool to manage, present, share, and track your sales content. It's all your sales reps need to sell smarter and close more deals. Get your sales, marketing, and management all on the same page, scale best practices, remove barriers, and help sellers to sell!

Zbizlink

zbizlink.com

Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications into a single software to help small to corporate proposal teams automate the proposal process. Zbizlink is all-inclusive. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle with numerous super-smart, time-saving features – RFP Parser, global autofill, role-specific dashboards, customizable templates – and much more. Assess opportunities in no time. Discover partner potential and qualified resources. Finish the proposal 3Xs as fast – so your team can go home.

Propoze

propoze.app

Propoze is an easy-to-use proposal management software that allows users to quickly create and share sales proposals. It stands out among its competitors due to its simplicity and ease of use. Its drag-and-drop proposal builder helps users create proposals in just minutes - and every proposal looks visually stunning by default. Propoze is designed primarily for freelancers and small businesses. To help them gain more clients and grow their business, Propoze allows users, even in the free-forever plan, to create an unlimited amount of proposals and onboard an unlimited amount of clients. With Propoze, users can create and manage their own custom Services and Units - and they can add as many Clients to the app as needed.

Klue

klue.com

Klue is a competitive intelligence platform designed to aid product marketers in gathering, organizing, and disseminating competitive intelligence throughout various departments in a business. The platform uses AI driven analytics to aggregate and interpret data offering deep insights into market trends. Its main features include the ability to centralize competitive intel, analyze data efficiently, create competitive content, and distribute it across the organization. Furthermore, it allows users to measure their impact within the competitive business environment. It also offers additional AI capabilities intended to save time and enhance insights. The platform is designed to assist the entire organization's go-to-market strategy by providing access to a range of resources including guides, reports, templates, and webinars that are aimed at giving users a competitive edge. In addition to centralizing intelligence and enhancing insights, Klue also focuses on data security and tool integration. Key aspects of the Klue user experience include the ability to connect existing tools to the platform, ensuring data protection, and saving time through AI assisted analysis. The platform also offers an opportunity for users to bring their customer's voice into their competitive intelligence, thereby providing a more comprehensive understanding of the market environment.

WorkSpan

workspan.com

WorkSpan is the #1 ecosystem business management platform. We help partnering and alliances team drive revenue from partners at higher win rates and lower cost of sales. Today, your partner managers spend 20+ hours a week searching for partner data when information is scattered or lost in silos. WorkSpan reduces those hours to minutes via automation, helps partners managers deliver a 35% improvement in target achievement and provides real-time reporting to draw insights powered by data. WorkSpan has a growing network of global enterprise customers including SAP, Cisco, Microsoft, Accenture, HPE, Citrix, Wipro, Capgemini, VMware, NetApp, Software AG, NTT Data, and others.

Zomentum

zomentum.com

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Ignition

ignitionapp.com

Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Ignition automates and optimizes proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin. Ignition also integrates with leading apps such as Gusto, QuickBooks Online, Xero, ProConnect, Karbon, Xero Practice Manager and Zapier to automate workflows and free up valuable time. Over 7,000 professional services businesses globally rely on Ignition to get paid faster for all of their work, run more efficiently, and become more profitable.

Summize

summize.com

Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technologies that you (and your business) already know and use daily, including Teams, Slack and Word. This unique approach enables greater user adoption, faster contract cycles, measurable efficiencies, and mitigated risk. Now, in-house legal teams can instantly bring to life the contents of a contract with AI-powered metadata summaries, saving hours in manual review time. Comprehensive analytics and centralised repository provide all the insight to make informed decisions. It’s CLM with a difference.

Rolldog CRM

rolldog.com

Rolldog is a Customer Relationship Management (CRM) solution, with the perks of Sales Enablement all rolled into one. Rolldog helps businesses manage their customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness. Rolldog also offers a suite of CRM-related solutions, including a Lead and Opportunity Management module designed to help companies already running a CRM to drastically improve the way they qualify, manage, score and close opportunities - all of this can be configured specifically to each business and their needs. It is Rolldog’s ability to help qualify and manage opportunities from ‘lead to close’ that really sets us apart.

EasyUser

easyuser.co

The Smartest Way to Share Content and Close More Deals. With EasyUser, you can put all your videos, demos, and presentations into one single link, then share it with potential customers & track their every visit.

Crossbeam

crossbeam.com

Crossbeam is the first and largest Ecosystem-Led Growth platform, used by over 30,000 companies to attract, convert, and grow customer relationships using their partner ecosystems. Crossbeam watches your partner ecosystem and securely surfaces the data, people, and companies in your network that will accelerate and close your next deal. Book more revenue with the people and partners you already have, and ensure your GTM teams are focusing on the right partnerships. Ecosystem is Everything.

MeasureMatch

web.measurematch.com

The MeasureMatch Partner Exchange is a powerful set of tools in the MeasureMatch professional services marketplace for SaaS and enterprise software vendors to maximize customer success, partner growth, sales and more. Customer success and partnerships leaders are using the MeasureMatch Partner Exchange to: 1. Grow service provider relationships 2. Showcase verified services partners to MeasureMatch customers 3. Buy services 4. Provide services through partners 5. Grow sales with partners 6. Grow sales directly

Jiga

jiga.io

Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more.

Bidsketch

bidsketch.com

Bidsketch proposal software lets you create, electronically sign, and track professional looking client proposals in 50% less time.

vablet

vablet.com

vablet accelerates sales and marketing by making it easy for sales reps to access to the right version of the content they need, from one place, when they need it, and wherever they are – on or offline. Companies choose vablet to stay competitive in their markets, to help their marketing and sales teams be more productive, to have more effective customer engagements, and to ultimately close more sales – sooner. vablet customers are able to: - Centrally control the content being used by sales reps in the field - Determine the branding and messaging of collateral presented in meetings - Leverage file types such as multi-media PDFs and HTML5 apps - Record details of client meetings automatically in Salesforce - Gain detailed analytics and feedback for more insight into sales activities Installed in SMBs to Fortune 100 enterprises in more than 50 countries , vablet is very flexible in deployment, robust in management, and it’s easy to use. Other key features: - Access Salesforce contacts and calendar - online or off - Files are always encrypted for security - Reps can organize content on the device for quick access - Extensive Search capabilities - Notification of email opens and content views - Email multiple files and presentations of any size - Robust APIs for integration to your CRM or ERP and more!

Syncplicity

syncplicity.com

Easy to use, secure information sharing ecosystem for organizations, large and small, empowering teams to collaborate and service their clients creating peace of mind in the knowledge that the organization’s information is safe and accessible to them - anytime, and anywhere.

Interfy

interfy.io

Interfy is a web-based platform designed to enhance the way users interact with their data through advanced integrations and automation. While specific features are not detailed on the landing page, the emphasis on JavaScript suggests that the platform provides a dynamic, interactive experience tailored to user needs.

Fabasoft Cloud

fabasoft.com

The Fabasoft Cloud gives you access to your Teamrooms and data in the cloud. Wherever and whenever, securely and reliably. The app connects you with colleagues and external business partners on the go. Unlimited, mobile, and secure collaboration in the cloud. The Fabasoft Cloud lets you: - Access your Teamrooms and data in the cloud quickly and easily. - Read, open and edit documents from the cloud and swipe between documents. - Upload images and videos from your image libraries into the Cloud – even multiple files at the same time. - Upload documents from other apps into the Cloud (e.g. e-mail attachments). - Synchronize documents from the cloud and access them in offline mode without using the Internet. - Refresh all of the documents, folders, and Teamrooms that you want to access in offline mode with a single tap. - Use LAN synchronization to download documents from other devices on the same network. - Search for data in all Teamrooms to which you have access rights. - Create new Teamrooms and invite contacts to Teamrooms. - E-mail links to documents and email documents as attachments. - Display documents in full-screen mode. - Quick and easy access to your worklist, including your tracking list in the cloud. - Sort the different lists on your worklist by date, activity type or object, in ascending or descending order. - Access your worklist on your Apple Watch. - Execute work items such as “Approve” or “Release” documents and other objects. - Protect your data in the cloud from unauthorized access. Only registered users who have been invited to the collaboration are authorized. - Authentication via the following methods: user name/password, client certificates, Active Directory Federation Service and the Austrian citizen card – depending the edition of the Fabasoft Cloud. In case of a permanent login, the device is bound to your user account using cryptographic methods. If your organization has enabled authentication via client certificates, the client certificate stored in the system key store will be used in case of a permanent login, otherwise you must import your personal client certificate into the Fabasoft Cloud app (e.g. using Apple iTunes). To use the worklist, you will need at least the Fabasoft Cloud Enterprise edition. Would you like to manage your documents in your own private cloud? The Fabasoft Cloud app also supports the Fabasoft Private Cloud. You can easily switch between your private cloud services and the Fabasoft Business Process Cloud. The Fabasoft Cloud is the cloud for secure business-to-business collaboration worldwide. All data is stored in high-performance data centers in Europe according to European data security and protection standards. The Fabasoft Cloud supports internationally recognized standards issued by independent auditors. These include ISO 20000, ISO 9001, ISO 27001, ISAE 3402 and most recently, TÜV Rheinland "Certified Cloud Service" certification. These seals of quality give you assurance and a common basis for comparison.

Vasion

vasion.com

Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability. With their SaaS platform, you'll give end users a seamless experience across Print, Scan/Capture, Workflows, and Content Management, with open APIs for simple third-party software integration. Organizations use Vasion to intelligently capture data from physical documents, build custom eforms, automate digital workflows, and leverage e-signatures, all with the robust security and control of enterprise content management. Vasion has the solutions to help drive efficiency, accountability, compliance, and finally deliver on the promise of digital transformation for all. Some features that set Vasion apart: 1. Intelligent Physical Capture - Convert paper-based data into actionable digital information and initiate workflows simultaneously. 2. eForm Digital Capture - Initiate digital native workflows via eForms and eliminate the need for paper whenever possible. 3. End User Print - Modernize print infrastructure by replacing servers, scripting, and GPOs with SaaS automation and self-service SaaS. 4. Workflow Automation - Deliver scalability and accountability through an enterprise-proven workflow automation engine. 5. Content Management - Ensure security and compliance with a best-in-class enterprise content management solution. 6. Output Management - Easily manage ERP/EMR initiated physical print jobs with confirmed delivery and secure release technology.

SYDLE ONE

sydle.com

SYDLE ONE is an all-in-one corporate digital platform that provides several solutions in one place, allowing you to keep up with the digital transformation. The platform provides you with native and seamlessly integrated solutions, flexible architecture to connect other corporate systems and applications, and many extra resources to enrich your users’ experience. Take a look at a few SYDLE ONE solutions available in different plans: * BPM: business process automation and workflows. * ECM: centralized data and complete content and document management. * Analytics: real-time business indicators. * CRM: 360-degree customer relationship management. * Service Desk: complete management of your tickets and customer service. * Service Portal: next-level self-service and relationship portals. * SYBOX: solutions for shared services, such as HR, procurement, finance, and more. * E-commerce: an online sales platform with integrated front-end and back-end. * Billing: billing management, with pricing, invoicing, collecting, and more.

Docupace

docupace.com

Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.

Iris

heyiris.ai

Iris is revolutionizing the deal desk for businesses around the world. As deal cycles have become more complex (more buyers, more competition, and tighter budgets), the role of GTM teams have drastically changed. To win today, sellers need to be able to customize content to specific buyers using institutional knowledge that has historically been dispersed throughout a business. Every company sells. Iris makes the hardest parts of selling easier with AI. Using your institutional knowledge, Iris generates highly-tailored content like RFPs, security questionnaires, and other sales enablement and support content to accelerate deal cycles, win more business, and enable higher-performing and more knowledgable teams.

Doppio

doppio.sh

Generate PDFs and screenshots from HTML with just a few lines of code! Doppio is an API service, that provides the world best rendering engine to convert HTML to PDF or take screenshots. At scale, without compromising your security. With Doppio you just need an API call to generate huge amounts of file (sync or async rendering). You can even store files directly in your own S3 bucket without compromising privacy. Doppio is free to use up to 400 docs per month. We provide pricing plans offering higher volumes and additional features.

Zoomifier

zoomifier.com

A better way to manage the life cycle of Sales Content to accelerate your sales performance ZOOMIFIER Product Solutions Resources Pricing Login Request Demo A better way to manage the life cycle of Sales Content to accelerate your sales performance Industry leaders that use Zoomifier #1 SALES CONTENT LIFE CYCLE SOLUTION

Flowla

flowla.com

Flowla is the new way of engaging your prospects with digital personalised journeys, where your content is consumed in a fun and engaging way and conversations start naturally… Whether you’re in; - Sales and closing deals , - Success and onboarding new clients, - Recruitment and wowing candidates, - or any other role where you’re building momentum and appetite, try Flowla to stand out from the crowd and move faster