Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 33 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Microsoft 365 Reviews & Ratings
    19,939 Ratings
  • MobiOffice Reviews & Ratings
    14,049 Ratings
    Company Website
  • FinOpsly Reviews & Ratings
    3 Ratings
    Company Website
  • Jotform Reviews & Ratings
    8,081 Ratings
    Company Website
  • Label LIVE Reviews & Ratings
    178 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    33 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,112 Ratings
    Company Website
  • Martus Reviews & Ratings
    143 Ratings
    Company Website
  • Adobe Acrobat Reviews & Ratings
    7,791 Ratings
    Company Website
  • Concord Reviews & Ratings
    237 Ratings
    Company Website

What is Drift.ai?

Drift is an AI-powered analytics platform designed to transform traditional Excel spreadsheets into interactive, context-aware financial analysis tools. The platform enables professionals to query complex models, uncover insights, and analyze financial data using natural language prompts. Drift works directly with Excel models, allowing users to explore large multi-tab spreadsheets without manually reviewing each sheet or formula. The system can identify errors, highlight performance drivers, and generate strategic insights from financial models in seconds. Users can enhance spreadsheet analysis by connecting external context such as documents, PDFs, presentations, or market data sources. Drift also supports role-aware insights, meaning that analysts, managers, and executives receive information tailored to their specific decision-making needs. The platform maintains persistent analytical history, allowing teams to revisit conversations, compare data over time, and build institutional knowledge. Drift’s AI can write results directly back into Excel by generating new sheets, formulas, or outputs that integrate with the original model. This ensures that insights remain actionable within the existing workflow where financial teams already operate. The platform also improves collaboration by allowing teams to work from the same contextualized analysis rather than isolated spreadsheet versions. Enterprise security features such as encryption, SOC 2 controls, and strict data isolation ensure sensitive financial information remains protected. By turning spreadsheets into dynamic analysis environments, Drift helps financial professionals make faster, clearer, and more informed decisions. Overall, the platform bridges the gap between raw financial models and strategic insights needed by leadership teams.

What is Drift?

Drift is a conversational marketing and sales platform that enables businesses to engage website visitors through AI-powered chat experiences. The platform allows companies to replace static lead forms with interactive conversations that help capture and qualify leads in real time. Drift’s AI chat agents greet website visitors, answer questions, and guide potential buyers toward relevant information, meetings, or product demonstrations. By identifying visitors and analyzing engagement signals, the platform helps businesses recognize high-intent prospects and personalize interactions. Drift can also reveal valuable visitor data such as company details, location, and account history, giving sales teams better context for conversations. Once a visitor is identified as a qualified lead, the platform routes them directly to the appropriate sales representative or workflow. This immediate engagement helps shorten sales cycles and improves the overall buyer experience. Drift also provides detailed reporting and analytics that allow teams to track conversation performance, measure engagement, and attribute results to revenue outcomes. Marketing teams can use these insights to optimize their messaging and identify which conversations generate the most qualified leads. The platform integrates with CRM systems, sales engagement tools, and marketing automation platforms to ensure a unified revenue workflow. By enabling real-time communication with website visitors, Drift helps companies turn website traffic into meaningful sales conversations. Ultimately, the platform empowers marketing and sales teams to connect with buyers at the right moment and accelerate pipeline growth.

Media

Media

Integrations Supported

Alore
Aritic Mail
Clearbit
CodeConductor
Contact Cloud
Cyclr
EnjoyHQ
Feederloop
Front
HubSpot Operations Hub
Lytics
Microsoft Excel
Optimizely One
Outreach
Quaeris
Skypoint AI Platform
Stripe
Versoly
WP-Chatbot
Wufoo

Integrations Supported

Alore
Aritic Mail
Clearbit
CodeConductor
Contact Cloud
Cyclr
EnjoyHQ
Feederloop
Front
HubSpot Operations Hub
Lytics
Microsoft Excel
Optimizely One
Outreach
Quaeris
Skypoint AI Platform
Stripe
Versoly
WP-Chatbot
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Drift.ai

Company Location

United States

Company Website

www.drift.ai/

Company Facts

Organization Name

Salesloft

Date Founded

2011

Company Location

United States

Company Website

www.salesloft.com/platform/drift

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Categories and Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Chatbot

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Conversational Marketing

Appointment Scheduling
Audience Segmentation
Chatbot
Email Automation
Group Messaging
Human Handover
Lead Distribution
Lead Qualification
Mobile Messaging
Multi-Channel Communication
Product Recommendations
Video Chat

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Popular Alternatives

Microsoft Excel Reviews & Ratings

Microsoft Excel

Microsoft

Popular Alternatives

Docket Reviews & Ratings

Docket

Docket Inc.
Freshchat Reviews & Ratings

Freshchat

Freshworks
Spread.NET Reviews & Ratings

Spread.NET

GrapeCity
Heyday AI Reviews & Ratings

Heyday AI

Hootsuite