Boxxstep vs. Accord

Creatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.

CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.

D&B Hoovers helps sales, marketing, and revenue teams find better opportunities, engage buyers more effectively, and accelerate revenue growth. By combining trusted company and contact intelligence with buyer intent data, website engagement insights, business triggers, and AI-powered recommendations, D&B Hoovers helps organizations focus on the opportunities that matter most.   Teams use D&B Hoovers to discover new prospects, identify decision-makers, prioritize target accounts, and create more meaningful customer conversations. The platform provides a complete view of companies and buying signals, helping users understand who to engage, when to engage, and why an opportunity deserves attention.   Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers delivers trusted business intelligence across millions of companies and contacts worldwide. Users can leverage advanced prospecting tools, account insights, market intelligence, and real-time business events to support more informed sales and marketing strategies.   By reducing manual research, improving account prioritization, and helping organizations act on buying signals faster, D&B Hoovers enables teams to increase productivity, improve pipeline quality, and drive more predictable revenue outcomes.

Clazar is the leading Enterprise Cloud GTM Platform built to help cloud Go-to-Market teams list, transact, and scale revenue across AWS, Microsoft Azure, and Google Cloud marketplaces. Designed for modern SaaS and enterprise technology companies, Clazar unifies the entire cloud marketplace lifecycle into one powerful system, helping teams close deals faster, eliminate operational bottlenecks, and unlock exponential growth through hyperscaler channels. From compliant marketplace listings to private offer creation, contract execution, usage-based metering, and revenue reconciliation, Clazar automates every step of the cloud sales cycle with zero operational lift. Revenue teams can launch listings in days, generate private offers in minutes, and manage renewals and complex sales motions seamlessly, all from a single platform built for speed and scale. Clazar integrates directly with Salesforce and HubSpot, enabling sellers, partnerships leaders, RevOps, and finance teams to run marketplace and co-sell motions inside the tools they already use. With bi-directional sync between the CRM and cloud partner portals, teams gain real-time visibility into the pipeline, offer stages, billing, payouts, and forecasting. Clazar also empowers organizations to accelerate co-selling with hyperscalers by automating referrals, governance workflows, approval chains, and partner reporting. With embedded automation, advanced analytics dashboards, and enterprise-grade compliance, Clazar helps teams scale marketplace operations confidently without adding headcount. Trusted by 300+ high-growth companies, including Zapier, Supabase, Replit, Pinecone, Perplexity, Confluent, and Secureframe, Clazar is the platform powering the next generation of cloud marketplace success.

Numa is the AI Customer Operations System purpose-built for dealerships that are losing revenue and customers to broken processes they've been patching for years. Every day, service calls go unanswered, advisors are buried fielding "where's my car?" instead of selling work, and managers don't hear about unhappy customers until the bad review is already live. Numa solves this at the infrastructure level, automatically following up with customers and giving advisors, reps, and managers real-time visibility into customer satisfaction across the entire operation. Operator answers and routes every inbound call so no opportunity goes dark. Status Updates proactively contacts customers so advisors aren't drowning in callbacks. Voice AI books appointments on the spot so customers never sit waiting. LiveCSI surfaces heat cases in real time so managers can step in before a CSI score takes the hit. Opportunities reaches out on declined services, open recalls, and equity moments, recovering revenue that would otherwise sit untouched. All of it runs through one unified system: one inbox, one shared context, nothing falling through the cracks. The result: revenue recovered, advisors freed up, and a customer experience that lifts CSI and builds lasting loyalty.

Adversus is an innovative outbound calling solution designed to enhance your calling strategies and automate tedious manual tasks, while also offering insightful data to refine your outbound operations. Established in 2015 by a group of founders who were dissatisfied with the inflexibility of existing solutions, our mission was to revolutionize the outbound calling landscape. We deliver a highly customizable solution that empowers users to tailor every facet of their workflow according to their specific needs. The core objective of Adversus is to create a robust, future-ready platform that consistently meets the evolving demands of the market. Our ambition extends beyond mere adaptation; we aim to redefine the limits of what can be achieved in outbound calling. Adversus has been adopted by businesses across various sectors, significantly enhancing their outbound calling effectiveness, and we provide options suitable for organizations of all sizes, ensuring that everyone can benefit from our cutting-edge features. Additionally, our commitment to continuous improvement ensures that as the industry evolves, so does our solution, keeping our clients at the forefront of outbound communication.

Portal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

Maximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.

Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.