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What is Realm?

Realm is an innovative AI-driven knowledge and workflow platform specifically designed for revenue teams, enabling rapid access to organizational information, automating RFP and questionnaire processes, and creating custom AI agents to handle various sales, support, and product tasks. By seamlessly integrating with widely used tools such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, Realm boosts productivity by delivering answers, automating interactions, and managing tasks through a unified interface. Key features of Realm include a searchable knowledge base, a real-time “Assistant” chat for quick responses, and “RFP AI” to simplify the automation of RFIs, RFQs, and security questionnaires. Moreover, users can design personalized “Agents” for functions like preparing for meetings, reviewing deals, providing deal-desk support, or resolving support inquiries. Realm places a strong emphasis on secure enterprise architecture, offering single-tenant deployment, data encryption in transit and at rest, strict enforcement of permissions, and regular penetration testing to maintain data security and compliance. This commitment to security and operational efficiency makes Realm a vital asset for revenue teams striving to streamline their workflows and foster better collaboration. Ultimately, Realm not only addresses the immediate needs of revenue teams but also equips them with the tools to adapt and thrive in a rapidly evolving business landscape.

What is Expedience Software?

TRANSFORM YOUR PROPOSALS & RFP RESPONSE PROCESS Efficiency, Consistency, and Accuracy—All Within Microsoft Word Elevate your business proposals, RFP responses, and Statements of Work (SOWs) with Expedience—your all-in-one solution for speed, consistency, and absolute accuracy, seamlessly integrated right into Microsoft Word. Say goodbye to tedious workflows and hello to flawless, professional documents every time. POWER OF MICROSOFT, UNLOCKED • Copilot Generative AI: Harness cutting-edge AI to generate content intelligently and effortlessly. • Excel Data Integration: Instantly pull in data from your spreadsheets for fast, error-free proposals. • Realtime Collaboration: Work together within Word, anywhere, anytime—no toggling between platforms. • Corporate Branding: Guarantee your brand is front and center, every single time. INSTANT, SELF-SERVICE SALES DOCS Build proposals, sales documents, and SOWs with just a few clicks—even directly from Excel. Expedience automates Microsoft Word templates to bring guidance to sales teams ensuring the correct items are included on every proposal. CONTENT YOU CAN COUNT ON Access a library of carefully curated, branded, and pre-approved content—all ready for use inside Microsoft Word. Expedience ensures your team never has to waste time proofing or second-guessing your messaging.

Media

Media

Integrations Supported

Azure DevOps
Coda
Confluence
Freshdesk
GitHub
Gong
Google Drive
Google Sheets
HubSpot CRM
Intercom
Jira Service Management
Microsoft 365 Copilot
Microsoft Copilot
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft SharePoint
Notion
Skilljar
Slack

Integrations Supported

Azure DevOps
Coda
Confluence
Freshdesk
GitHub
Gong
Google Drive
Google Sheets
HubSpot CRM
Intercom
Jira Service Management
Microsoft 365 Copilot
Microsoft Copilot
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft SharePoint
Notion
Skilljar
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Annual subscription priced by module by user.
Free Version
Free Trial Offered?

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

Realm

Company Location

Finland

Company Website

www.withrealm.com

Company Facts

Organization Name

Expedience Software

Date Founded

2012

Company Location

United States

Company Website

www.expediencesoftware.com

Categories and Features

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Categories and Features

AI RFP

Streamline your RFP responses seamlessly in Microsoft Word with our automated solution. Ensure your documents are polished, professionally branded, and precise! Maximize the potential of Microsoft Copilot AI with Expedience!

Document Generation

Expedience streamlines the creation of branded and structured Microsoft Word documents using a curated content library.

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

Streamline your proposal creation process right inside Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Proposal Management

Streamline your proposal creation and process management directly in Microsoft Word. Maximize the potential of Microsoft Copilot for your proposal needs!

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFI

Streamline your RFI replies seamlessly in Microsoft Word. Maximize the potential of Microsoft Copilot AI with Expedience!

RFP

Streamline your RFP responses directly in Microsoft Word with our solution. Enjoy a polished, branded, and precise output! Maximize the capabilities of Microsoft Copilot AI through Expedience!

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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