Odoo
odoo.com
Odoo is business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management. The Community version is libre software, licensed under the GNU LGPLv3. There is also a proprietary "Enterprise" version, which has extra features and services. The source code for the framework and core ERP modules is curated by the Belgium-based Odoo S.A.
Fiverr Workspace
workspace.fiverr.com
The best client management tool for freelancers and small business. Smarter Invoicing, Proposals, Time Tracking, Payments & Contracts Formerly AND.CO.
PandaDoc
pandadoc.com
PandaDoc is American software company providing SaaS software. The platform provides sales processes software. PandaDoc is based in San Francisco, California with main offices in Minsk, Belarus and St. Petersburg, Florida. document automation software as a service with built-in electronic signatures, workflow management, a document builder, and CPQ functionality.
Dropbox DocSend
docsend.com
Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.
Better Proposals
betterproposals.io
Better Proposals streamlines your entire sales process with modern, on-brand digital documents. Forget about using multiple platforms thanks to its integrations, tracking, analytics, and legally binding digital signatures. With 200+ pre-written and pre-designed templates for proposals, contracts, sign-offs, brochures, statements of work, and quotes, it enables you to create, send, and get your documents signed in minutes.
SalesRabbit
salesrabbit.com
SalesRabbit’s software helps field sales teams operate faster and smarter. Their solutions address all the major pain points of sales organizations with digital tools. Features like lead and area management, rep performance tracking, digital contracts, lead generation, and more. They also offer multiple add-on services such as a training library, geofenced marketing platform, and homeowner information to help you sell more intelligently. Most importantly, they work personally with you and your company to make sure you get the results you want. Learn more about them at salesrabbit.com.
Minoa
minoa.io
Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams are scrutinizing more deals, delivering ROI and a strong business case is more important than ever. Sales leadership teams use Minoa to enable their team to build consistent and formulaic business cases that align with modern buying committees.
RepricerExpress
repricerexpress.com
RepricerExpress is the market leading intelligent repricing solution for Amazon and eBay sellers allowing for increased sales and profit margins.
Scaido.io
scaido.io
A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot
Bonsai
hellobonsai.com
Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.
Canopy
canopytax.com
Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.
Qwilr
qwilr.com
Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the perfect proposal, pitch, sales quote, customer onboarding page and more. Every Qwilr page you send is a beautiful, interactive web page, with interactive media, intelligent tracking, and automation. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: Create custom and interactive sales material that impresses buyers: Send a URL instead of endless attachments. Share product demos, pricing, extra services and watch buyers interact with an experience that feels personalized for them. Keep every page consistently branded: Standardize all your sales material with our brand editor that applies your fonts and colors to every page
Momenteo
momenteo.com
Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.
ClientPoint
clientpoint.net
Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify
DealHub.io
dealhub.io
DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.
uman.ai
uman.ai
By utilizing uman's AI assistant, companies can streamline key business functions such as proposal creation, client support and employee onboarding. It breaks down data barriers silos and boosts accessibility and reusability of information within the company. The result is less stress for sales, presales and consultants and higher productivity overall.
Quoter
quoter.com
IT Sales Quoting Software will never be the same. Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.
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.
Paddle
paddle.com
Paddle offers the complete payments, tax and subscriptions solution for SaaS. Instead of cobbling together and maintaining a fragmented payments stack, we “do-it-for-you” in one platform, giving you a single source of data and revenue truth. We handle everything from checkouts, payments, subscription management, invoicing and renewals, to dunning, global tax compliance, fraud protection, and reporting. How do we do it? As your Merchant of Record, Paddle manages the following for you: Integrations with multiple payment service providers. Liability for charging and remitting sales tax around the world. Fraud protection and processing chargebacks. Revenue data reconciliation across subscription billing and payments. Reducing churn and recovering failed payments. Billing-related support queries. Let us focus on optimizing every part of your payments and billing process while you focus on growing your business.
Flowcase
flowcase.com
Flowcase empowers professional services firms to manage, tailor, and present bid-winning resumes and case studies - helping them to win more bids in less time.
Storydoc
storydoc.com
Storydoc is the leading alternative to static PDFs and presentations for business professionals. From pitch decks and one-pagers to long-form reports and proposals, Storydoc makes it easy to create beautiful and engaging decks using AI. With powerful integrations to your sales and marketing tools, you can track and automatically personalize your decks to each lead. As well as adding actional next steps to immediately increase lead engagement and conversion.
Vidyard
vidyard.com
Vidyard is a video sales and marketing solution that helps businesses create engaging video experiences that drive results. It is used to create, share, and track personalized videos that build relationships with buyers and accelerate sales cycles. Video breaks through the noise of traditional outreach, ensuring that reps stand out in crowded inboxes and social feeds. It fosters human connections, driving higher engagement and trust with buyers. With Vidyard’s tools, reps can prioritize high-intent prospects, build relationships with key stakeholders, and move deals forward faster, all while delivering personalized communication at scale Here are some of the key features of Vidyard: - Personalized video creation: Easily record and share personalized videos that address each buyer's unique needs. - Video automation: Automate the creation and delivery of personalized videos at scale. - Video hosting and sharing: Host your videos on Vidyard's secure platform and easily share them across all your channels. - Video analytics: Track video views, engagement, and drop-off rates to understand how your audience interacts with your content. - CRM integrations: Integrate Vidyard with your CRM to streamline your workflow and ensure consistent messaging across all touchpoints. Vidyard supports sales teams with seamless integrations, real-time analytics, and the ability to deliver consistent, high-quality messaging across all touchpoints. Whether for prospecting, nurturing, or closing, Vidyard ensures that every rep has the tools to succeed, amplifying performance across the entire team. With video as the hero, Vidyard helps every sales rep become a top performer, driving engagement and accelerating sales results. With Vidyard, businesses can: - Create pipeline effectively: Break through the noise with personalized, visually compelling outreach that drives engagement, response rates, and meetings booked. - Prioritize high-intent prospects: Use actionable insights to focus on the right buyers at the right time, maximizing impact. - Handle objections proactively: Bring key stakeholders into the conversation early to address objections before they escalate and keep deals moving forward. - Build relationships: Foster meaningful connections and trust with crucial stakeholders—even without direct facetime on busy calendars. - Manage deals more effectively: Drive buyer action with embedded CTAs in videos, accelerating deal velocity and next steps. Trusted by thousands of virtual sales and marketing teams across, Businesses that use Vidyard generate more leads and sellers win more deals.
Apropo
apropo.io
Apropo is a proposal automation tool specifically for software development companies and specialists. Make your project estimates more accurate, win more deals and never miss the budget again thanks to real-time estimate vs. reality reporting.
WBudget
wbudget.io
WBudget is an all-in-one web platform to create, edit and send quotes and sales proposals. It is a flexible platform that allows several integrations with other business applications through Zapier and Webhooks, empowering companies of all types and sizes. The average WBudget user creates and sends a proposal in under 5 minutes and can track remotely the approval and closing.
Fresh Proposals
freshproposals.com
Fresh Proposals is online proposal management tool that allows sales team to craft stunning proposals with interactive quotes and eSignature to impress prospects. Use proposal insights to close more deals.
Proposify
proposify.com
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.
FastSpring
fastspring.com
FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.
Price Edge
priceedge.eu
PriceEdge is a price optimization & management software used for advanced price setting in various industries. The tool helps you find price improvement opportunities, measure price effectiveness, and provides a clear overview of the pricing impact over time through its built-in or custom reports. Benefits: - can be implemented fast; - fully documented; - this tool can be used stand-alone or be integrated with your ERP, CRM, PDM, and web shops; - AI capabilities are ready to be added on Having all the significant data in one tool: costs, sales, price history, customer history, competitor prices, etc. you are able to perform extensive profit and margin analysis and you will make the best decision on your next pricing strategy.
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rfpio.com
RFPIO provides RFP software that helps you improve the sales proposal process. Schedule a Demo to immediately reduce your RFP response time.
Quotient
quotientapp.com
Thousands of businesses choose Quotient to deliver 5-star quotes to their customers. Quotient organizes your sales process and makes you look good.
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