Page 6 - Top Recapped Alternatives

Pitch.Link

pitch.link

B2B Selling is failing with a meagre 5% success rate. Buyers now control the value transaction process. The Pitch.Link saas platform enables Private, Secure Buyer Seller Communication, Conversation, Collaboration and Conversion. Interruption and Friction free on a single unique link.

FlowUp

flowup.com

FlowUp is a New age Omnichannel Automated Follow-up System powered by Voice and SMS that helps you upkeep your follow-ups and take your sales funnel to the next level. With FlowUp, you can craft your own outbound follow-up strategy and be in constant touch with your leads through a well-designed Inbound strategy through Transfer calls and Auto-responders.

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!

PreSkale

preskale.com

PreSkale helps PreSales integrate with CRM and Product eco-systems to streamline evaluation experiences and track product-market insights to deliver impactful technical wins. 1/ Work in-sync with product, sales, and customers to identify winning practices 2/ Track efforts, winning solutions, and critical product gaps to drive repeatable technical wins 3/ Employ best-fit assignments to maximize resource allocation and improve PreSales performance 4/ Analyze product adoption across cohorts to map revenue to product roadmap 5/ Build insights into deal velocity with PreSales influence to drive sales conversions 6/ Monitor deal vitals and manage evaluations as one-pagers across pipeline stages

RevSetter

revsetter.com

RevSetter is a cutting-edge CS and revenue platform built on a unique data model and insights engine to super-charge customer success, account management, and revenue teams across the globe. RevSetter unlocks the efficiency of your revenue-facing teams – starting with a streamlined onboarding and fast time-to-value, it’s fully customizable for ICs, managers, and the C-Suite and capable of powering the actions and workflows of the full revenue journey. We built our platform to address the market’s current challenges, while also future-proofing the evolving needs of revenue teams worldwide. It’s time to empower your business with a comprehensive set of solutions ranging from automated workflows, robust data management, dynamic customer journeys, product usage analytics, and much more – all in one innovative solution.

Kapta

kapta.com

Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

Coho AI

coho.ai

Coho is building a next-generation customer revenue optimization platform that enables companies to become product-led growth companies, regardless of their sales model. Coho helps you maximize revenue from existing customers by combining product, sales, and customer success data. With the insights gained from the data, you are able to automate self-service motions, focus on high-touch upselling and cross-selling opportunities, and reduce churn.

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.

Veloxy

veloxy.io

Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy.

CustomerGauge

customergauge.com

The Account Experience software automatically captures and distributes feedback from your accounts including non-survey data to front-line managers in real time to help them reduce churn, drive up-sells and close new business with promoter-based referrals. CustomerGauge is a B2B customer experience management platform that enables clients to: - Collect customer feedback from multiple stakeholders in an account - Create custom dashboards for displaying real-time results - Set goals and targets for closing the loop with customers - Segment customer insights by region, product, facility, and more. - and align employees CX-related business initiatives CustomerGauge is also the first and only customer experience management solution that automatically combines customer insights with revenue data. This allows CX managers to: - Identify and prioritize the most impactful customer experience improvements - Forecast the impact of future CX improvements across the customer journey - and report on the ROI of valuable customer experience initiatives

SalesBlink

salesblink.io

SalesBlink is an all-in-one sales outreach platform with features to help you find leads, automate outreach sales sequences with ChatGPT, WarmUp Emails & get booked.

Enthu.ai

enthu.ai

Enthu.AI helps contact centers improve revenue and customer retention through AI driven insights. Enthu.AI enables 100% customer conversation monitoring, auto surfaces interactions that matter and helps quality teams improve agent performance through personalized and to-the-point coaching and training. Suited for both revenue and support functions, Enthu.AI helps optimize agent performance resulting in measurable gains across call QA efficiency, customer satisfaction score, new agent onboarding and agent training & coaching time, ultimately impacting revenue. For further information, visit https://enthu.ai

Kluster

kluster.com

Kluster’s revenue predictability platform powers SaaS companies to beat target, every quarter. We help revenue leaders deliver growth by enabling strategy, planning and execution. Kluster’s easy-to-use tools help revenue teams define a winning strategy, engineer a plan that delivers targets, execute deal and pipeline management. We’re #1 for integration speed and live forecasting. Kluster sits at the heart of your key revenue meetings. From board level analysis and revenue planning, to forecast calls and pipeline reviews. Everyone in your business aligns around best in breed revenue insights and workflows. Kluster is trusted by scaling software companies, including GoCardless, ExtraHop, Ometria, Attest and Harness. Kluster is the predictable revenue playbook that helps them to win their categories. Kluster’s workflows are curated from the playbooks of global revenue leaders from the fasted growing companies, and improved upon daily. Kluster gives you the confidence you need to know your organisation is operating at the cutting edge of the market. To find out more, get in touch at www.kluster.com.

BoostUp.ai

boostup.ai

BoostUp.ai is the RevOps Command Center powered by the first and only RevBI engine. It accelerates the delivery of your most critical revenue insights and simplifies the adoption of revenue processes. With RevBI, BoostUp gives RevOps full control over revenue data so they can align teams and hold them accountable with irrefutable insights. The platform includes 3 modules – RevBI Advanced Analytics, Deal Review and Management, and Forecast Intelligence and Management – and is built on an embedded warehouse that pre-connects sales activity, CRM and 3rd party data, converting it into near-instant insights with out-of-the-box visualizations. The flexibility of the platform and the ease of creating custom metrics make adoption seamless, increase predictability and forecast accuracy, and give RevOps teams the power to proactively improve revenue performance. BoostUp.ai is a Forrester High Performer & G2 RevOps & Intelligence Leader. Leading companies including TripActions, Lucid, Sisense, Branch, ContentSquare, Windstream, Degreed and Udemy trust BoostUp.ai to drive predictable revenue and growth.

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.

ClientSuccess

clientsuccess.com

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.

SetSail

setsail.co

SetSail is a sales data platform that automates sales activity capture, provides revenue intelligence, and improves sales performance to drive more revenue.

ZELIQ

zeliq.com

ZELIQ is an all-in-one sales solution that provides you with the most accurate prospect data and enables you to conduct omni-channel outreach, all within a single platform. With ZELIQ, you have all your sales tools consolidated into one platform, eliminating the need to switch between different tool stacks. We've designed the most efficient workflow for business developers, offering you automation from identifying the right prospects and gathering their contact details to conducting outreach. Access our 1.8 billion prospect database with free, unlimited email enrichment and data health checks. With our AI technology, we aim to support you every step of the way, making selling as easy as possible.

Nektar

nektar.io

Nektar is an intuitive mobile data collection and management platform designed to allow our clients to leverage their data and streamline workflows.

Amplemarket

amplemarket.com

Amplemarket is the AI Platform for Modern Sales Teams. With Amplemarket you will magically simplify the way you discover, engage, and convert your next customers. What our customers say: * Deel: From series A to unicorn in 12 months. How Amplemarket powered Deel's 20x revenue growth. * Vanta: How Vanta closes more and faster with Amplemarket buying intent data (9x ROI) Join hundreds of companies from Deel, Rippling, Vanta and many more who are leveling up their sales game thanks to Amplemarket. Here's what you get: * Data native: Easily find the data that helps you close deals. * Built-in personalization: 3x your response rates with hyper-personalized messages. * Multichannel outreach: Email, Phone, LinkedIn, etc. * AI-powered: Let reps focus on selling while AI takes care of the rest. * Deliverability optimization: Land your emails in your prospect's primary inbox. * Buying Intent Signals: Target buyers that are actively looking for a solution like yours.

Clustdoc

clustdoc.com

The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!

Zapa Client Portal

zapaclientportal.com

Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa with your own logo, customers will never feel like they aren't dealing directly with you. With a 30 day risk free trial, come give us a shot and see just how easy it is!

OneSuite

onesuite.io

OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.

Arrows

arrows.to

Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.

Hubflo

hubflo.com

Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing operations: File sharing, Messaging, Tasks/Projects, Proposals, Billing, CRM, and more. Connect to anything with embeds, Zapier, and native integrations (Gmail, Outlook, Stripe...) Hubflo is powering up 1,000+ businesses in 7 countries and has raised $3M from top-tier investors.

Content Snare

contentsnare.com

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.

EverAfter

everafter.ai

Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.

Ahsuite

ahsuite.com

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!

Clevenio

clevenio.com

Sales Engagement Platform Build a sales machine Clevenio helps you build relationships and get more sales with the help of multi-channel outreach, automated follow-ups and real time analytics. Get started Trusted by companies of all different sizes What our customers are saying about us Core features Multi-channel outreach Reach prospects in the channels they are […]

Ebsta

ebsta.com

Ebsta empowers thousands of companies to drive customer engagement at scale with a suite of customer intelligence & sales enablement tools for Salesforce. ✓ Unlock your company network ✓ Create personalised workflows and cadences ✓ Track engagement in real-time ✓ Score customer engagement and identify those that need attention ✓ Measure team activity and performance ✓ Seamlessly integrate with your CRM, emails and calendars Get in touch to find out how we can help your company with driving customer engagement: https://www.ebsta.com/request-a-demo/