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CreatioCreatio 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.
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Act!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.
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iTacitYour workforce is equipped with all the resources necessary to perform their tasks efficiently. iTacit transcends the typical employee application, providing frontline staff with seamless access to communication without the need for email, as well as a social intranet, digital forms, checklists, and various other essential tools. Enhancing engagement begins at the hiring stage and continues through effective employee retention strategies. With iTacit, you can simplify the processes of recruitment, onboarding, training, and establishing performance benchmarks. Monitor your team's growth effectively while furnishing them with the necessary tools and training for success. The platform not only minimizes the need for face-to-face training but also ensures compliance and offers personalized learning tracks for each employee. Collaborating across multiple teams, especially with a large frontline workforce, can be challenging, yet your organization’s success, along with customer satisfaction, hinges on maintaining a proficient workforce. This reality means you will inevitably encounter obstacles related to the segmentation of communications, the management of compliance documentation, and other administrative responsibilities that arise in a dynamic work environment. Ultimately, iTacit empowers your business to face these challenges head-on, fostering a culture of continuous improvement and adaptability.
What is RepCard?
RepCard is field sales management software purpose-built for door-to-door sales teams in home services industries including roofing, solar, pest control, HVAC, and fiber. It functions as a Sales Operating System that combines sales enablement, lead management, rep recruiting, team training, and customer marketing into a single platform for outside sales organizations.
Sales managers and VPs of Sales use RepCard to get real-time visibility into field activity, monitor pipeline health, track sales performance with analytics and leaderboards, and manage teams ranging from 3 reps to 100+. Reps use RepCard to capture leads at the door, send digital business cards with personalized video introductions, receive smart notifications when prospects engage, and automate follow-up without switching between apps.
The platform covers four core areas of field sales operations. Recruiting: source candidates and onboard new reps with built-in workflows. Training: structure onboarding content and set performance benchmarks so reps are field-ready fast. Selling: manage territories, track activity, capture and route leads, and move deals through the pipeline with real-time visibility. Marketing: automate customer touchpoints, send digital business cards, and trigger follow-up based on prospect engagement.
RepCard is an alternative to running field sales operations across disconnected point tools. Instead of separate canvassing software, a CRM, a recruiting platform, and marketing automation, RepCard handles everything in one place. Zero double entry. One system for the full door-to-door sales operation.
Designed by former door-to-door sales reps and managers with direct experience across pest control, solar, roofing, and other home services verticals. Every feature was built because the team experienced the problem firsthand, managing outside sales teams with tools that were never designed for how field sales and door-to-door sales actually work.
What is LeadPlotter?
Achieve Your Sales Objectives with Ease. Say goodbye to the complications that often accompany sales processes. LeadPlotter presents an all-encompassing set of tools crafted to improve your business functions within an intuitive platform. Read on to understand why it is the ultimate solution for your organization. With LeadPlotter, you receive a Personal CRM and an Account-Based Marketing (ABM) system that seamlessly organizes your leads and clients while helping you strategically plan your daily tasks according to your geographical areas. It also boosts customer satisfaction and is accessible from any device, anytime. Leverage LeadMapper to pinpoint, track, and convert potential leads from your industry into dedicated clients, including those in medical, dental, and various other sectors. By utilizing LeadMapper, you can achieve higher sales closure rates and minimize the burden of tedious tasks along the sales continuum. This cutting-edge tool empowers sales representatives and technicians alike to enhance their productivity and effectiveness in the field, allowing them to visualize and monitor potential leads and current customers using an interactive mapping feature. Consequently, LeadPlotter not only simplifies your sales operations but also plays a significant role in fostering overall business expansion and success, making it an indispensable asset for any forward-thinking company.
Integrations Supported
API Availability
API Availability
Pricing Information
$20/user per month
Free plan available. Premium starts at $20/user per month. Enterprise pricing available on request.
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
RepCard
Date Founded
2019
Company Location
United States
Company Website
repcard.com
Company Facts
Organization Name
Lead Plotter
Date Founded
2018
Company Location
United States
Company Website
leadplotter.com
Categories and Features
Digital Business Card
Not specified
Field Sales
Not specified
Lead Generation
Not specified
Lead Management
Not specified
Sales Enablement
Not specified
Sales Performance Management
Not specified
Sales Tracking
Not specified
Territory Mapping
Not specified
Categories and Features
Field Sales
Not specified
Field Service Management
Contact Database
Mobile Access
Routing
Route Planning
Capacity Planning
Territory Management
Sales Enablement
Collaboration
Contact Management
Lead Management
Territory Management
Tradesman Job Management
Not specified