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What is Morning Tally?

Morning Tally delivers an extensive reporting solution for enterprises that conduct sales via telephone, covering aspects like orders, quotes, and bookings. It seamlessly combines call logs and transcripts from a company's telecommunication framework with vital data from ERP, CRM, accounting, or job management platforms, enabling managers to receive a streamlined one-page report each morning. This daily report summarizes calls by representative, notes callbacks, monitors quote and revenue patterns, highlights open deals that could be at risk, and suggests follow-up actions based on customer interactions. Furthermore, optional weekly meetings and monthly evaluations for business owners offer a more comprehensive view of the performance metrics. Specifically designed for phone-focused teams in sectors such as distribution, freight brokerage, equipment rental, building supplies, manufacturing, and roofing, the service requires clients to either grant read-only access to their systems or submit weekly data exports. The initial setup entails a collaborative understanding of how sales are defined within the organization. Sample reports, which use fictional data for demonstration, are slated for release, with the launch of these reports and the ability to schedule orders expected by January 2027. This timeline positions the service to significantly improve both operational efficiency and sales tracking capabilities for its clientele, ultimately contributing to enhanced decision-making and strategic planning.

What is Collective[i]?

Collective[i] aims to empower businesses and B2B sales professionals globally to effectively manage and predict revenue growth. The company offers a variety of applications that deliver valuable insights for sales teams, alongside Intelligence.com, a worldwide network designed for sales professionals. As a trailblazer in the future work movement, Collective[i] integrates machine intelligence and vast data sets through Cloud Computing to enhance productivity and drive revenue growth. By tackling the paramount challenge that every organization faces—maximizing revenue—Collective[i] focuses on identifying revenue sources, anticipating when it will be realized, and ensuring that monthly, quarterly, and annual goals are achieved. Utilizing AI, Collective[i] enables its users to gain a deeper understanding of their buyers' true intentions, ultimately leading to more informed business decisions. Additionally, the platform continuously evolves to adapt to changing market dynamics, ensuring that users stay ahead in a competitive landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$395/month
The Core report is $395/month for up to 5 phone users, $595/month for 6–15, or $795/month for 16–30. Month to month with 30 days’ notice; annual prepayment saves two monthly payments. A one-time $500 setup fee is waived for the first 10 customers. Optional Monday sales-meeting review is $150/month; monthly owner review is $200/month. Pricing applies when orders open in January 2027.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Morning Tally

Date Founded

2026

Company Location

United States

Company Website

morningtally.com

Company Facts

Organization Name

Collective[i]

Date Founded

2009

Company Location

United States

Company Website

www.collectivei.com

Categories and Features

Sales Analytics

Not specified

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Artificial Intelligence

For Sales
Machine Learning
Predictive Analytics

Business Intelligence

Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Predictive Analytics
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics
Quantitative Analysis

Data Enrichment

Not specified

Lead Intelligence

Not specified

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Mining

Sales Analytics

Not specified

Sales Force Automation

Channel Management
Contact Management
Contract Management
Customer Database
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting

Sales Forecasting

Dashboard
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Intelligence

Not specified

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