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.
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.
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.
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
Clari
clari.com
Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Hundreds of thousands of revenue professionals at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra use Clari to make their revenue process more connected, efficient, and predictable. Visit us at clari.com and follow us @clari on LinkedIn.
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.
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.
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
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.
People.ai
people.ai
People.ai is the leader in guiding enterprise sales teams on the proven path to pipeline and revenue generation. The People.ai enterprise revenue intelligence platform ensures organizations speed up complex sales cycles by engaging the right people in the right accounts. Through our patented AI technology, People.ai enables sales teams to clearly see whom to engage within each of their accounts and exactly what to do to deliver the highest-yielding deals. Enterprises such as AppDynamics, DataRobot, Okta, and Zoom know that people buy from people, and that’s why people buy from People.ai.
Planhat
planhat.com
Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.
Mixmax
mixmax.com
Mixmax is the easiest-to-use sales engagement platform, designed to help revenue teams move beyond "spray and pray" prospecting. With AI-powered insights, it guides you on who to contact, when to reach out, how to connect, and what message to send. Mixmax helps reps engage hard-to-reach buyers with personalized, multichannel sequences, email tracking and templates, calendaring, and engaging email enhancements like polls and surveys. They save time by working from their inbox instead of switching tabs, and automating repetitive tasks like Salesforce updates. Mixmax has an intuitive interface that reps love, helping them get up and running quickly. Without a duplicate or "shadow" CRM, implementation takes days, not months.
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
Patch Customer Retention
patchretention.com
Unleash the True Power of Retention Marketing with the World's First, Fully Automated and Customizable Platform using RFM Segmentation. With over a decade of expertise, Patch has developed a top-of-the-line customer retention platform that helps Shopify brands increase their customer lifetime value and retain more customers, all in one place. Patch is the world's first retention platform with integrated RFM (Recency, Frequency, Monetary) segmentation. This model automatically segments customers into actionable buckets, including Loyal, At-Risk, and even Lost Customers. It enables you to create personalized, automated customer journeys for each customer to maximize engagement and revenue. Patch makes data-driven decisions possible without the need for data scientists. Furthermore, our full suite of retention tools includes the following: Automated Customer Journeys: Take action based on customer behaviors, whether loyal or at-risk. Email & SMS: Connect with your audience through personalized messaging using Email and SMS blasts. TextChat Widget: The New Era of WebChats. Seamlessly Continue Conversations with Your Customers via Text, Without Losing Conversation History. Loyalty & Rewards: Tailor rewards to fit your specific brand needs and goals, and track success with built-in analytics. Messenger: Text-enable your customer care team for streamlined communication, increased engagement, and more purchases. Review Requests: Boost your brand by social proofing your reputation with our automated review requests. Waivers: Turn your waivers into a marketing channel with the only waiver software with built-in marketing automation. Analytics: Gain actionable insights by segment with Patch's intuitive dashboards, enabling you to quickly understand and act on the data. Referrals: Turn loyal customers into brand ambassadors and reach new ones with referral programs.
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.
`
rfpio.com
RFPIO provides RFP software that helps you improve the sales proposal process. Schedule a Demo to immediately reduce your RFP response time.
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.
Catalyst
catalyst.io
Catalyst is the leading platform for driving growth through your customers. Built to deliver value along the entire customer experience; Catalyst transforms new buyers into lifelong revenue. With retention-driven workflows and revenue-focused automations, we supercharge customer-centric teams. Catalyst’s seamless enterprise integrations centralize siloed customer data into the industry’s most intuitive platform, powered by advanced workflows. Automate and scale your best-in-class customer journeys; drive user productivity and adoption; and deliver clear insights into customer health that optimize the customer experience with precision—from onboarding to advocacy. Partner with Catalyst’s trusted team and intuitive platform to build, iterate and scale your customer-led growth strategy. Learn more at https://catalyst.io/
Vitally
vitally.io
Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom line. Unify all your customer-facing data -- across your tech stack -- with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards. The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.
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.
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.
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.
Recapped
recapped.io
Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.
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.
© 2025 WebCatalog, Inc.