ClosePlan vs. Upland Altify

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

Plauti enhances data integrity within Salesforce and Microsoft Dynamics 365 CE, empowering teams to automate processes, generate reports, and leverage AI on reliable records. By ensuring that no information is sent to external servers, all operations occur within your CRM, allowing administrators to maintain complete control without needing to submit any IT requests. The solution addresses data quality throughout the entire record lifecycle, providing a comprehensive overview of data health for all objects and fields, enabling the entire team to operate with a consistent and accurate understanding. It facilitates the bulk cleaning of duplicates, standardizes data formatting, and verifies the validity of emails, phone numbers, and addresses. Additionally, Plauti proactively prevents poor-quality records from entering the system, whether they originate from manual input, imports, APIs, or AI-driven tools such as Agentforce and Copilot. Clean data can be immediately utilized for routing and downstream distribution, allowing AI to function effectively on dependable records. As Plauti is integrated directly with the infrastructure of Salesforce and Dynamics 365 CE, it seamlessly adopts your current permissions and security protocols, eliminating the need for separate logins, avoiding delays in data synchronization, and ensuring compliance with regulations. This deep integration not only optimizes workflow but also enhances trust in your data management processes.

High-Performance Data Engineering. 100% Sovereign. TIMi delivers the full power of a enterprise data cloud—on-premises, fully sovereign, and blisteringly fast. No vendor lock-in. No hidden costs. Just pure engineering excellence that gives your team total freedom to experiment, innovate, and solve your toughest AI and automation challenges in record time. The TIMi Advantages: No-Code Integration: Automate complex workflows and connect your entire tech stack instantly—from SAP and Salesforce to SharePoint and Google BigTable. Radical Efficiency: Competitors such as Databricks, Dataiku, and MS Fabric relies heavily on a Spark back-end. Spark quickly burns budget because of bloated Java virtual machines. TIMi strips away the waste with pure, bare-metal, hand-optimized assembly code. The result: A single €2k TIMi server outperforms a 267-node Spark cluster, processing billions of rows in seconds and effortlessly running petabyte-scale data lakes at a fraction of the cost. Pioneering AI: Harness advanced machine learning built on the legacy of the first Auto-ML engine (pioneered in 2007). Available on-premises or via our EU-Hosted Sovereign Cloud. Trusted across Telecoms, Banking, Manufacturing, Retail, Defense, and Government.

ScreenMeet provides a comprehensive range of secure, web-based tools for remote assistance and screen sharing, aimed at improving customer service and IT support. Its features include remote desktop access, live audio and video support, co-browsing, and asynchronous screen recording, enabling agents to provide seamless assistance to both customers and employees. Additionally, it seamlessly integrates with leading ITSM, CRM, and contact center platforms such as ServiceNow, Salesforce, and Microsoft Dynamics 365, ensuring a cohesive support experience. Tailored for large enterprises, ScreenMeet prioritizes security, scalability, and flexibility, making it an excellent choice for businesses looking to enhance support efficiency and boost customer satisfaction. By leveraging these tools, organizations can create a more connected and responsive service environment.

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.

CTM is an AI-powered conversation intelligence, call tracking, and customer engagement platform developed to help organizations connect marketing activities with customer interactions and revenue generation. Originally known as CallTrackingMetrics, the platform combines marketing attribution, communication management, lead nurturing, and contact center capabilities within a unified system. Its call tracking functionality uses dynamic number insertion and dedicated tracking numbers to identify which advertisements, keywords, websites, and campaigns generate inbound phone calls. The software also captures text messages, web form submissions, and chat interactions to provide visibility into customer engagement across multiple communication channels. Conversation intelligence tools use artificial intelligence to transcribe recordings, summarize discussions, evaluate customer sentiment, identify important topics, and score interactions. Its AskAI functionality allows users to investigate conversation data and extract insights about customer needs, objections, and purchasing behavior. CTM VoiceAI provides automated voice agents that can answer calls, qualify leads, schedule appointments, and direct callers to appropriate employees or departments. Intelligent routing capabilities distribute incoming inquiries based on factors such as location, availability, agent skills, customer history, and custom business rules. Workflow automation enables organizations to trigger follow-up messages, internal notifications, CRM updates, and advertising conversion events using customer interaction data. Reporting tools include real-time activity dashboards, campaign performance analysis, advertising return on investment, agent productivity monitoring, and customizable reports for businesses and marketing agencies. CTM supports integrations with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications while providing APIs, webhooks, and white-label options.

Everstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.

Bigly Sales is a managed AI voice agent platform for revenue teams that need high-volume calling without hiring and supervising more agents. AI agents place outbound calls, answer inbound calls, qualify leads, book meetings and warm-transfer ready buyers to a live agent, and the results sync to your CRM. What makes it different is how much is done for you. Bigly writes call scripts with Claude, ChatGPT and other leading LLMs, A/B tests versions on live calls, and keeps the version that books the most. It provisions and registers numbers, runs more than 200 whitelisted local-presence lines, monitors spam labels, and screens every call against consent records, DNC and suppression lists, known TCPA litigants, and state and federal calling rules before dialing. Managers get a dashboard built around business outcomes: success rate per lead, cost per transfer, cost per human contact, a stage-by-stage funnel from dial to completed transfer, transfer-failure reasons, lead-source rankings by success rate and cost, and hour-by-hour performance. The Bigly Sales MCP server connects the account to Claude and ChatGPT, so a manager can add leads to a running campaign, check minutes, read call summaries or ask who wants a demo in plain language. Customers use Bigly Sales to reactivate aged lead files, follow up on new leads in seconds, set appointments and handle inbound overflow across insurance, lending, home services, legal, automotive and fundraising. It connects to HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Close, Follow Up Boss and Keap, and larger plans add a dedicated account manager who tunes each campaign. Plans start at $99 a month, and every customer begins with a free 30-minute AI calling setup ($3,000 value) built live with the Bigly team.

SKU Science offers a rapid and user-friendly approach to forecasting sales and monitoring performance effectively. You can establish your demand planning system in just two days! Developed by industry veterans, it caters specifically to operations managers, S&OP leaders, supply chain experts, and demand forecasting specialists. Featuring 644 statistical combinations, the platform provides highly precise and customized sales predictions at various levels. To enhance accuracy further, AI models can be tailored using your specific data. Key performance indicators are automatically calculated to emphasize the most vital elements, enabling you to concentrate on what truly impacts your supply chain and overall business success. The operational dashboards are updated with each cycle, facilitating effective activity tracking and informed decision-making. Combining sophisticated functionalities with user-friendliness, SKU Science is relied upon by clients in diverse industries such as manufacturing, food and beverage, healthcare, retail, and e-commerce, ensuring comprehensive support for their forecasting needs. The platform's intuitive design empowers users to navigate seamlessly, enhancing both productivity and strategic insight.

Fathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.