Page 2 - Top Dasseti Alternatives

OnePage CRM

OnePage CRM

onepagecrm.com

OnePageCRM is a user-friendly sales CRM for small and medium businesses, focusing on lead management, follow-ups, and organizing sales communications.

Investipal

Investipal

investipal.co

Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.

Capcade

Capcade

capcade.com

Capcade is a platform for private market collaboration, offering tools for investors and service providers to manage deals within a secure and integrated environment.

Canopy

Canopy

canopytax.com

Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.

Intellectia.AI

Intellectia.AI

intellectia.ai

Intellectia.AI is an AI-driven platform for stock and crypto market analysis, providing real-time data, insights, and tools for informed trading decisions.

Grata

Grata

grata.com

Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.

Stockpulse

Stockpulse

stockpulse.ai

Stockpulse is an AI tool that analyzes financial news and data, providing insights and reports for informed investment decisions across various financial sectors.

Fundwave

Fundwave

fundwave.com

Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.

Venture360

Venture360

venture360.co

Venture360 is a comprehensive app for venture fund management, providing back office accounting, tax support, and investment tracking with simplified processes.

ClientPoint

ClientPoint

clientpoint.net

ClientPoint is a platform for managing business relationships, facilitating scheduling, communication, and document sharing for clients and prospects.

Storydoc

Storydoc

storydoc.com

Storydoc is an AI-powered app for creating interactive presentations, proposals, and reports, integrating with sales tools for personalized content and analytics.

Carta

Carta

carta.com

Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.

StockInsights AI

StockInsights AI

stockinsights.ai

StockInsights AI helps investors analyze public company filings and conduct efficient research with AI-driven insights, real-time updates, and customizable dashboards.

Maximizer

Maximizer

maximizer.com

Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.

InvestorHub

InvestorHub

investorhub.com

InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.

AlphaResearch

AlphaResearch

alpharesearch.io

AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.

BeyondIRR

BeyondIRR

beyondirr.com

BeyondIRR is a B2B app that helps investment professionals enhance client experiences with technology, insights on markets, and access to exclusive investment products.

Momenteo

Momenteo

momenteo.com

Momenteo helps users track work, expenses, and travel in a calendar, while automating accounting generation.

Vidyard

Vidyard

vidyard.com

Vidyard is a video platform that helps businesses create, share, and analyze personalized videos for sales and marketing purposes.

Flowcase

Flowcase

flowcase.com

Flowcase helps professional services firms create and manage resumes and case studies to improve their bid success rate efficiently.

RightCapital

RightCapital

rightcapital.com

RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.

Quill AI

Quill AI

quillai.com

Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.

Zapflow

Zapflow

zapflow.com

Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.

uman.ai

uman.ai

uman.ai

uman.ai is a B2B sales tool that automates proposal creation, client support, and onboarding, enhancing sales efficiency and engagement with actionable insights.

Databento

Databento

databento.com

Databento provides easy access to real-time and historical financial data on US equities and futures, with customizable formats and user-friendly APIs.

DealHub.io

DealHub.io

dealhub.io

DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.

Oneflow

Oneflow

oneflow.com

Oneflow automates the entire contract process, enabling creation, collaboration, signing, and management of contracts in a single platform.

Quoter

Quoter

quoter.com

Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.

Finbox

Finbox

finbox.com

Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.

RELAYTO

RELAYTO

relayto.com

RELAYTO transforms static PDFs and presentations into interactive content hubs, enhancing viewer engagement with no coding required.

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Page 2 - Top Dasseti Alternatives - WebCatalog