Page 4 - Top ClientPoint Alternatives

iManage Work

iManage Work

imanage.com

iManage Work enables every organization to manage documents and emails more efficiently, protect vital information assets, and leverage knowledge to drive better business outcomes. Work empowers knowledge workers to be more productive, streamline collaboration, and deliver their best work. iManage Work is relied on by more than one million professionals at 4,000 organizations around the world. Key Benefits - Work productively: Manage documents and emails more efficiently and intuitively - Work from anywhere: Mobile-first design lets users work remotely on any device - Work securely: Industry-leading security and governance ensures that iManage Work is the safest place to store information - Work seamlessly: Integrations with Office 365 enable users to do more from inside the familiar Office and Outlook interfaces - Find anything: Smart search cuts through clutter to deliver personalized results For professionals and organizations who need security, agility, and ease-of-use, iManage Work 10 provides a single-source-of-truth for documents and emails to simplify and streamline work. Used globally by leading corporations, law firms, and professional services firms — over 1 million professionals worldwide rely on iManage Work every day.

Katalyz

Katalyz

katalyz.co

Katalyz is a 'dealroom' enabling revenue teams (Sales & Customer Success) to collaborate more efficiently with their clients within a shared project space (integrated with your CRM). Opportunities (new accounts or expansion) close 25% faster and become more predictable, while avoiding ineffective email loops, missed deadlines, and a chaotic CRM.

eyezon

eyezon

eyezonthis.com

eyezon is a live video shopping sandbox, which brings human interaction into modern shopping through personal on demand live streaming.

haeppie

haeppie

haeppie.com

haeppie is made for Sales & Customer Success Teams - Turn buyer journeys into more revenue and get all decision makers on the same page with haeppie Sales Spaces. Create personalised and interactive Spaces that close more deals in seconds. Accelerate your sales cycles from cold outreach through to onboarding by centralising your buyer journeys with one link. Seamlessly integrated with your CRM (Hubspot, Pipedrive,) makes working with haeppie pretty fast and easy for everyone. Share Post-Demo Follow-ups, Onboarding or Deal informations with one click and integrate all your existing materials from the tools you already use.

Reveal

Reveal

reveal.co

Reveal's platform securely connects your CRM with partner companies, providing overlapping account insights, warm leads, and co-marketing opportunities to drive revenue growth.

Paperflite

Paperflite

paperflite.com

Paperflite is an end-to-end content management and sales enablement software that allows sales and marketing teams to store, organize, distribute and track their content while also giving you the ability to create and deliver stunning content experiences (custom microsites, landing pages, resources hubs, interactive experiences). With Paperflite, track your content across its entire journey, get deeper insight into what works best when and know how your prospects engage with your content on multiple channels, so you can instantly engage with hot leads and nurture cold ones. With Paperflite's real time engagement analytics, understand how end-users interact with the content when your content is accessed, viewed or shared, so you always know exactly what to do next.

GetAccept

GetAccept

getaccept.com

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

DocuWare

DocuWare

start.docuware.com

Work smarter: anywhere, anytime by simplifying work in a world of complex information through digitizing, automating and transforming your key business processes. DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Its cloud and on-premises products are a recognized best-fit solution for companies seeking to digitize, automate and transform key processes.

CloudFuze

CloudFuze

cloudfuze.com

Take charge of all your content, no matter where it is stored. Transfer your files from one cloud to another smoothly. Whether you have a few files that you need to transfer from one cloud storage provider to another or want to switch to a new cloud altogether, CloudFuze does it for you quickly and safely. CloudFuze is a global leader in cloud file transfer and management. Its robust and security-focused migration engine, CloudFuze X-Change, lets individuals and enterprises migrate data to and from Google Drive, OneDrive, Dropbox, and 40 other consumer and enterprise connectors. Its smart cloud management platform, CloudFuze Connect, allows anyone to connect, search, and share files spread across multiple clouds. CloudFuze Key Features: • Enterprise-grade infrastructure • Cloud-native architecture • Unified API platform • AI-powered full content search • Secure file sharing • Messaging app integrations • Powerful admin controls

Docupilot

Docupilot

docupilot.app

Docupilot is a cloud based document automation software. Unlike competing products with steep pricing tiers, Docupilot is priced affordably. Built with an emphasis on usability, Docupilot also offers integrates with different data sources like CRM, Forms, Online databases, HR, Surveys etc.

Klyck.io

Klyck.io

klyck.io

Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Use your content in custom pages that you tailor for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it.

Tilkee

Tilkee

tilkee.com

Tilkee fuels your business by empowering your Sales and Marketing Teams through reliable and actionable data. Tilkee increases efficiency for sales and marketing teams and generates data for organisations to better engage with prospects and clients. Using innovative tracking tools, AI-powered engagement analytics, and over 30 tool integrations including Salesforce and Microsoft Dynamics, the Tilkee platform increases sales management effectiveness and helps achieve higher seller productivity. Whether you use Salesforce, Oracle, Microsoft Dynamics or one of many other CRM tools, Tilkee’s sophisticated cloud-based solution analyses prospects’ interest using Augmented Intelligence and allows your sales teams to contact the right prospect at the right moment. Tilkee analyzes prospects'​ reading behavior to help you qualify in real-time their willingness to sign the deal.

PartnerTap

PartnerTap

partnertap.com

PartnerTap is a data-driven discovery platform for partner revenue. PartnerTap gives partner, channel, and sales teams everything they need to automate account mapping, share partner pipeline in real-time, identify new whitespace sales opps, and start co-selling with partners. Enterprise customers use PartnerTap to get an ecosystem-wide view of their market and scale up revenue with partners and through resellers. PartnerTap data can be pushed instantly back into your CRM with 100% native integrations, no third-party tools required. 100% 5-star reviews on the Salesforce AppExchange and Hubspot Marketplace.

Clientary

Clientary

clientary.com

Clientary is a full-suite app for your team to manage projects, hours, proposals, leads, invoices, payments, staff, and clients. Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client lifecycles from proposals and estimates, to time tracking, invoices and payments so you and your team have everything you need in one place. Clientary also includes a branded client portal to help you look professional to clients and prospects.

Legito

Legito

legito.com

Processes. People. Documents. No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams. 400k users globally use Legito to create, perform, collaborate and execute their work. One integrated no-code solution. Including LexisNexis, PriceWaterhouseCoopers, Skoda Auto, and Societe Generale Group. Try our 30 Day Free Trial or Request a demo. No credit card required. For more information, including pricing and product features, visit us at www.legito.com.

Reditus

Reditus

getreditus.com

Reditus is an Affiliate Management Tool for B2B SaaS companies. It helps companies to recruit new affiliates via their marketplace, helping them to grow outside their own network. Their USP is their clean UI, live chat support, and their way how they take in customer feedback. The company has been built by a previous Head of Customer Success which is clear in how they do business; they definitely want people get value out of their product and will help you achieve that. They offer a free plan, and when you buy a premium package you will get ROI really quickly based on how they defined their pricing. A great way for SaaS companies to start their affiliate program without high upfront costs. The company is located in Utrecht, The Netherlands (complies with GDPR) and was founded in 2020.

SYDLE ONE

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.

Docsie

Docsie

docsie.io

Docsie is a web-based documentation platform that enables businesses to build, maintain and publish excellent product documentation in multiple languages. This platform helps you analyze how your customers interact with your documentation and provide you with insights on how to improve your docs. If you can only imagine as your product grows, so do your product docs. Using documentation made in Docsie will make it easier for your customers to find relevant knowledge about your product in your documentation and make them happier in the long run and help you successfully retain them. Docsie also connects you to a state of art translation marketplace that also helps you translate your product docs with the help of certified translators, machine learning and advanced translation speed and accuracy improvement algorithms. Docsie is an all-in-one web-based documentation platform that enables companies to build, maintain, and publish excellent product documentation in multiple languages. Our platform also helps analyze how their customers interact with their documentation and provides them with insights on how to improve their docs.

Matik

Matik

matik.io

Matik automates the creation & sending of personalized, data-driven presentations. Just provide Matik with a few inputs (ex. which account the deck is for, the date range), and Matik will query the data to create a Google Slides or Microsoft PowerPoint deck with personalized text, images, charts and tables. Matik can automatically send the content as an email attachment to the account. Examples of content that can be automated include quarterly/executive business reviews, renewal decks, business cases, value analyses, and ROI one-pagers.

Enablix

Enablix

enablix.com

Revenue teams move fast, and enablement shouldn't slow them down. Enablix keeps your teams in sync so your marketers can seamlessly arm your reps with the content, training and enablement resources they need to drive results. Enablix is an enablement solution built to help teams make better use of their sales and marketing content. By seamlessly connecting and linking content from any source, reps and marketers can activate existing content and make data-driven decisions about what to create. Whether you're sharing with prospects, customers or partners, Enablix helps streamline communication and boost performance.

Quick FPA

Quick FPA

quickfpa.com

Quick FPA's free estimation tools will help you create a detailed project scope in very little time and ensure that your project stays within the budget.

Ombud

Ombud

ombud.com

Built on a foundation of expertise in sales engineering & response management, Ombud serves enterprise-level RevOps teams. Our platform combines content collaboration, project management, & machine learning to streamline the creation of client-facing Sales & Business Development documentation. We move beyond basic automation & knowledge management, offering context-aware intelligent support. This enables RevOps teams to significantly elevate efficiency, cut costs, & surpass growth goals. Ombud partners with medium to large enterprises, streamlining Revenue Operations processes related to Proposal Management, PreSales, Sales & Client Service organizations. Here’s how Ombud is different: ▸ Enterprise-Grade Platform: We are built for enterprise deployments, & are able to scale to that level of complexity. We successfully support global organizations across industries. Versatility Across Use-Cases: We are more than an RFP tool. Use-cases include RFX, InfoSec questionnaires, proactive sales proposals, SOWs & contracts, security documentation, POC frameworks & more. ▸ Search & Machine Learning: Our advanced search capabilities integrate curated & organic content, unlocking your team’s best work & easily surfacing it for reuse. Results compound & improve over time. ▸ Scalability & Growth: We built our product to scale with you. We do not cap users or concurrent projects. We do not charge per feature or present paywalls. We foster scaling adoption, we do not inhibit it. ▸ Change Management & Adoption: We are a high-touch partner. This spans implementation & change management, training, ongoing education & full-service import services. The result for global enterprises like Zendesk, UKG, Pegasystems, Anaplan, Sage and OneStream is a consistent message, faster turnaround time, and professional deliverables at each key step of the sales process. Ombud is headquartered in Denver, CO. To learn more, please visit https://www.ombud.com/

Builtfirst

Builtfirst

builtfirst.com

Builtfirst is a partner marketplace platform. Any company can create a perk marketplace, integration marketplace, reseller marketplace, or service marketplace in minutes. We’re building the largest ecosystem of marketplaces that every B2B company can go-to-market through.

SaaSquatch

SaaSquatch

saasquatch.com

SaaSquatch is a sophisticated referral and loyalty marketing software that engages your customers wherever they're camping out – either in or out of your mobile or web app. Some of the world’s most innovative and renowned brands use SaaSquatch to reward their advocates, build loyal communities, and accelerate revenue growth. With the flexibility to handle even the most advanced loyalty and referral programs, SaaSquatch lets you reward your advocates for any behavior you choose, then empowers them to help grow your customer base through referrals. Our rewards engine lets you set unique conditions for earning, create reward tiers, and offer a variety of different rewards to create the perfect custom program. Plus, native integrations, enterprise-grade security, fraud detection, and multilingual support provide the power and scalability to expand with you. Make use of the customer data you already have to run campaigns that provide a personalized user experience, increase customer loyalty, and improve retention rates. Increase adoption of new product features and engage users at all stages of the customer lifecycle to never miss a chance to grow.

Kiflo

Kiflo

kiflo.com

More than a PRM, Kiflo is an intuitive Partner Success Platform that grows with you. Our easy-to-use product, hands-on team of experts, and extensive library of resources ensure stronger partnerships and thriving ecosystems.

Vartana

Vartana

vartana.com

Vartana is an all-in-one B2B enterprise sales closing and financing platform that simplifies how sales reps close deals and buyers pay by streamlining the closing process and eliminating payment term pushback.

SuiteFiles

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Zomentum

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.

GTM Buddy

GTM Buddy

gtmbuddy.ai

GTM Buddy is a revenue enablement platform that enables revenue teams to drive sustainable revenue growth. GTM Buddy is on a quest to enable a new generation of smarter sellers. Imagine a world where AI takes care of tagging and surfacing the right content at the right time to help sellers, right where they are. 𝑱𝒖𝒔𝒕-𝒊𝒏-𝑻𝒊𝒎𝒆 𝑬𝒏𝒂𝒃𝒍𝒆𝒎𝒆𝒏𝒕 is the seller’s secret weapon to beat quota, by assisting reps to share content that answers buyers’ pressing questions, show up prepared for critical meetings, and spend more time actually selling by cutting down on manual busywork.

Quadient

Quadient

quadient.com

Quadient AP Automation by Beanworks gives accounting teams, from CFOs to AP professionals, the ability to work together from anywhere. With Quadient AP, you can reduce follow-ups, eliminate 83% of data entry with AI-powered data capture, and cut invoice processing costs by 86%. Strengthen AP controls with approval workflows for POs, invoices, and payments that automatically route requests to the right staff members at the right time. With greater control and better visibility across AP, you can reduce risks and hold all departments accountable for following finance processes.

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