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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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Pipeliner CRMPipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite, and over 50 popular apps, plus access it on the go via iOS and Android mobile apps. Sales teams save time on routine tasks, gaining more opportunities to close deals, while managers benefit from easy forecasting, automated reports, and performance insights without micromanaging. Boasting the fastest ROI and lowest TCO in the industry, Pipeliner offers unmatched innovation, complete customization without coding, and exceptional support from real experts. Join the 95% of clients who stay loyal after five yearspipelinersales.com and transform your sales process today. Experience the difference—sign up for a free trial and see why Pipeliner CRM is the heartbeat of successful sales organizations.
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DigitDigit is a cloud-based software solution designed to assist businesses in monitoring their operations in real-time. It encompasses various functionalities for purchasing, receiving, inventory management, production, sales, and fulfillment. The primary objective of Digit is to unify disparate systems into a comprehensive operating system that enables organizations to plan, execute, measure, optimize, and connect their processes effectively. With features that allow users to create purchase orders, manage serialized inventories, ensure quality control, handle material billing and routings, oversee sales order management, and facilitate guided picking and packaging, Digit streamlines numerous operational aspects. Additionally, it seamlessly integrates with QuickBooks, enhancing its utility for financial management. This innovative software provides a holistic approach, empowering businesses to enhance their efficiency and productivity.
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DocketDocket's AI Marketing Agent engages website visitors through real, human-like conversations, responding to nuanced evaluation questions with expert-grade answers from your approved knowledge, running live discovery to qualify intent, and converting high-intent buyers into qualified leads, booked meetings, and pipeline. 24/7, without a human in the loop at each step. Beyond inbound engagement, Docket's governed knowledge foundation gives revenue and pre-sales teams instant access to product knowledge, collateral, and competitive intelligence — and drafts customized content grounded in your enterprise knowledge in seconds.
What is SalesIn?
SalesIn B2B is equipped with a range of features, including real-time inventory tracking, advanced pricing strategies, comprehensive product showcases, and historical sales analytics, allowing for a quick setup in mere minutes for your customers to place orders at any hour. This platform effectively manages sales volume from various sources, streamlining the process for businesses of all sizes. You can effortlessly document Activity Notes related to customer engagements, calls, and sales presentations, ensuring that your team stays informed and collaborative. The user-friendly interface allows you to customize what appears on your screen without needing technical expertise, as SalesIn aligns with your unique operational workflows and corporate policies. Suitable for sales teams of any size, this application empowers users to generate sales orders and invoices quickly and efficiently using devices like iPads, iPhones, or iPod Touches while interacting with clients. There is a noticeable shift among sales professionals worldwide towards using SalesIn, as they transition from outdated practices such as paper trails, faxes, and traditional phone communications for effective on-the-go sales management. By adopting this cutting-edge tool, your business will not only enhance efficiency but also maintain a competitive edge in today's fast-paced market. This innovative solution ultimately helps improve customer satisfaction and drive sales growth.
What is SalesExec?
SalesExec streamlines the intricate process of following up with potential clients for sales professionals. By removing the uncertainty surrounding which leads to contact and the optimal timing for those calls, SalesExec empowers your sales team to engage with prospects more effectively through its features of guided selling and automated prioritization. As a result, they stand a better chance of closing more deals.
Additionally, SalesExec provides valuable efficiency tools such as local presence dialing, which can increase the number of reachable sales opportunities by 60%, along with automated SMS messaging that allows timely communication with customers during their purchasing journey.
Furthermore, SalesExec enhances your marketing efforts by intelligently managing and prioritizing all incoming phone calls and web leads. This innovative platform simplifies the handling of thousands of leads, ultimately maximizing your return on investment by ensuring consistent customer follow-up and outreach, which is crucial for sustained business growth.
Integrations Supported
8x8
Cisco Webex
Domo
FullContact
MYOB
Nextiva
QuickBooks Online
QuickBooks Online Advanced
RingCentral RingEX
Skype
Integrations Supported
8x8
Cisco Webex
Domo
FullContact
MYOB
Nextiva
QuickBooks Online
QuickBooks Online Advanced
RingCentral RingEX
Skype
API Availability
Has API
API Availability
Has API
Pricing Information
$25 per user per month
Free Trial Offered?
Free Version
Pricing Information
$65.00/month/user
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
SalesIn
Date Founded
2011
Company Location
Australia
Company Website
www.salesin.com
Company Facts
Organization Name
ClickPoint Software
Date Founded
2007
Company Location
United States
Company Website
hubs.ly/H0KDh-70
Categories and Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Categories and Features
Call Center
Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
IVR
Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Lead Nurturing
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Mobility
App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Telephony
Auto-Dialer
Call Center Management
Call Monitoring
Contact Management
IVR / Voice Recognition
Inbound Reporting
Outbound Reporting
Predictive Dialer
Telemarketing Management
VoIP
Voice & Data Integration