Page 10 - Top Zendo Alternatives

Upsales

upsales.com

The fastest-growing companies don't have months to implement CRM software. That's why we created Upsales. To deliver a product that creates excellent results, fast. With over 1800 customers, Upsales has developed into the fastest-growing sales and marketing platform for B2B. We help you find new leads, win more deals and grow existing customers. Key features: - Uncover upsell opportunities - Know when and where to close a deal - Sell with intelligent action plans - Get AI-based lead recommendations - Exploit connections in the corporate family tree - Set data-driven targets with AI-based accuracy - Build board-level contacts - Create forms, templates and marketing automation workflows - Master your insights with our powerful business intelligence tool

PipeRun

crmpiperun.com

PipeRun sales CRM is CRM software for managing the sales funnel. Service, Sales Management and After-Sales.

BoldDesk

bolddesk.com

BoldDesk is modern help desk software that simplifies customer service. Powerful, customizable, and budget-friendly, it allows companies to streamline support operations and enhance customer satisfaction. Brought to you by Syncfusion, a provider of software components and frameworks that has built its reputation on both the strength of its products and the quality of the support services that back them.

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!

PlanPlus Online

planplusonline02.com

PlanPlusOnline is a superior productivity CRM suite that offers best in class task management combined with Group Calendaring, Contact Management, Sales Automation, and Customization to rival the best custom applications. It is based on timeless principles of effectiveness developed inside of FranklinCovey and built over decades of practical application. The Implementations focus on building a Culture of Productivity and adapts the tool to your specific organization's desired culture.

Atollon

atollon.com

CRM PLATFORM that will excite your customers and improve the company's performance. With Atollon, you get a platform that automates and connects all customer-related processes - from acquisition to order fulfillment, service delivery to billing. Instead of 10 separate applications, you will only need one, which will improve the overall performance of your company. With Atollon, companies will increase their productivity by an average of 15% after just three months of implementation. It is an ideal tool especially for small and medium-sized companies in the service and sales fields.

Simply C2

simplyc2.com

Simply C2 is an app-based platform that allows you to set up a customer service portal and service CRM configured for your needs, in ten minutes. It works for all types of products- in customer locations or in your service centre, Simply C2 brings customers and service providers on the same platform. * Automatic acknowledgement of complaints Enable Simply C2 for your clients and ensure all complaints are logged and automated acknowledgements sent. * 2- way chat and repair updates Your customers get messages in the language they choose. Italian, Sinhala or Bengali. You can continue to message in English. * Status Updates, Estimates, Approvals Your customer will keep getting updates on repair stages, itemizes estimates and option to pay.

Saleswah CRM

saleswah.com

Enable your sales, marketing and field support teams for growth- no matter how big or small. If your business sells to other businesses, your teams need Saleswah. Use your account across multiple platforms like web, Windows 8 desktop and Android phone. Saleswah full featured is free to try for individuals for fifteen days. Adding other users to the team requires a paid account. Key features: Sales role Nurture relationships, manage schedules, track visits, collaborate in a team. Grow sales and delight demanding customers with timely support. Saleswah helps keep your day organized by focusing on the important and the urgent. Sync your Contacts, Tasks and Appointments with your linked Google account. Move your phone contacts to CRM and get started. Log visits, take notes and even track the street address of the meeting through GPS. - Manage your end-to-end sales cycle with access to Deals, Contacts, Accounts,Tasks, Appointments, Calls. Proposals in CRM. - Collaborate with your team in real time by posting comments - Schedule and track all your appointments, tasks, and activities. Sync with Google calendar. Key Features: Service Role For a service technician on the move, Saleswah CRM for service offers the ability to attend to and close service tickets for installation, scheduled and corrective maintenance and refueling. For a wide variety of field service scenarios - for maintenance of assets such as DG sets, Chillers, Compressors, ACs etc and even software. Totally customizable and with an extremely powerful backend which allows you, the admin, the ability to configure the CRM for: - servicing any asset class - creating your own fields for sites, product specs - customizing visits forms - customizable tickets forms. All visits, like in the sales role are tracked on GPS. Can capture images and customer signatures to close tickets.

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.

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.

Twenty

twenty.com

The #1 Open-Source CRM. Modern, powerful, affordable platform to manage your customer relationships

Koban

koban.cloud

Koban is a French company, based near Lyon, which offers a CRM platform for SMEs. Our goal? Offer a 100% integrated platform to manage all aspects of a company's customer relations. (Finally) bring together all your teams on a single software: the sales teams to boost your commercial development, the marketing teams to create ultra-targeted campaigns and generate leads, the sales administration team to facilitate the transmission of quotes won and monitor billing and support teams to retain and capitalize on existing customers. Yes, all that, on ergonomic software, easy to use, GDPR compliant, and available on mobile. But Koban is not just about features. It is also a team that deeply believes that support is a key factor for success in a CRM project. Since 2012, our desire has been to support each client towards their success.

MaxCustomer

maxcustomer.com

MaxCustomer is an easy-to-use Customer Relationship Management (CRM) system that provides businesses the ability to analyze and increase their sales by effective management of revenue opportunities, customer relationship, and sales growth. MaxCustomer is focused on giving our clients the ability to manage the complete customer relationship process from a single page. We ensure that our clients get the best of the below benefits at all times to improve their businesses: * Single page ability to manage the customer relationship * Ability to manage an opportunity from lead to close * Useful tracking of opportunities for all management * Access to the application for all sales people anywhere in the world! * Best pricing for a CRM solution of its capabilities. * Improve Team Performance

Selltis

selltis.com

Selltis is the top-notch sales force automation and CRM solution crafted specifically for manufacturers, reps, and distributors.

Sales Infinite

salesinfinite.com

Innovations Infinite specialises in SaaS products for the Digital Enterprises. Sales Infinite is a Digital Transformation SaaS platform that includes CRM, ERP and Omni-Channel E-Commerce. It has the capability to execute the entire customer lifecycle on a single platform digitally whilst providing omni-channel capability to the business. Transform your organisation into a Digital Enterprise with Sales Infinite. Sales Infinite has the following Industry specific offerings: Sales Infinite Digital Insurance: Sales Infinite Digital Insurance offers omni-channel distribution capability for Insurers, Brokers and MGAs in Property & Casualty, Life and Non-Life insurance sectors. Both commercial as well as personal line insurance policies are supported. Omni-channel capability includes E-Commerce, M-Commerce, API-Commerce and traditional channels e.g. Face-2-Face and Tele-Sales. Integrated rating engines provide realtime dynamic premium calculations and insurance policies can be sold online via E-Commerce.

Selling Lane

sellinglane.com

Ditch those Bloated CRMs. Selling Lane is the lightning-fast, ultra-simple CRM built for busy people. Selling Lane gets you out of the weeds and straight to what matters - Building Relationships - Getting Things Done (GTD) and Selling Your Products or Services. Focus on your customers, not your software. Here's how Selling Lane makes magic happen: * Blazing Speed: Forget lag and frustration. Selling Lane is built for unbelievable responsiveness. Every click, every search, every update happens instantly. * Simplicity at its Core: Selling Lane's intuitive interface lets you find what you need in one click. * Your Relationships, Powered Up: Manage contacts, automate tasks, track sales, and nurture every connection with ease. * Mobile Made Easy: Work on the go! The Selling Lane web app keeps you connected to your customers wherever you are. * Say Goodbye to Micromanagement: Customize permissions, automate workflows, and empower your team to thrive.

Salestack

salestack.in

Salestack is Automation CRM Software to increase sales to your businness.

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!

Hive CPQ

hivecpq.com

HiveCPQ is a B2B eCommerce platform that streamlines your sales. Configure, Price, Quote (CPQ) to create a more efficient work environment and enjoy an order intake that is completely automated and tailored to your needs.

MonetizeNow

monetizenow.io

MonetizeNow, founded in January of 2021 and headquartered in Santa Clara, CA, is a full-cycle revenue automation platform built explicitly for B2B SaaS. MonetizeNow’s unified Quoting (CPQ), Billing, and Usage platform creates a streamlined Quote-to-Cash (Q2C) process that manages all price models and channels of sale without the need for point solutions within your GTM architecture.

Subskribe

subskribe.com

Subskribe is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. Subskribe has only one product catalog and one pricing engine, and invoicing is order-line based, enabling ASC-606 compliant revenue recognition.

Revv

revv.so

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

WorkRails

workrails.com

WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn.

Pega

pega.com

Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.

ShootQ

shootq.com

ShootQ is a cloud-based CRM system for creative people including Professional photographers, videographers, wedding industry professionals, and many more creative types. This platform allows you to manage contacts, all of your jobs, send proposals, contracts, track your calendar and more.