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PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
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PylonPylon offers an easy-to-use design software that enables you to generate precise proposals in under two minutes from virtually anywhere. As a unique feature, Pylon allows users to access high-resolution imagery directly within the application. The software also includes an award-winning 3D Solar Shading toolkit, which assists in identifying and monitoring shading effects throughout the seasons. With Pylon's load profile analysis and interval data analysis, your team can gain valuable insights into customer consumption trends. By examining load profiles and interval data, you can make more informed decisions. The use of interactive Web and PDF proposals, along with native eSignatures, can significantly enhance your ability to finalize solar proposals. Additionally, Pylon provides a fully integrated solar Customer Relationship Management (CRM) system that seamlessly works with its design software to streamline the proposal conversion process. The Pylon Solar CRM includes features such as two-way SMS and email communication, team and lead management, as well as ready-made deal pipelines to optimize your workflow. This comprehensive solution ensures that your team can collaborate effectively while maximizing opportunities in the solar industry.
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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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CoeveraCRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center. Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board. For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside. Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals. For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.
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Portal Wholesale CRMPortal Wholesale is a wholesale-focused sales platform that combines CRM functionality, order management, buyer discovery, meeting scheduling, and B2B marketplace capabilities into a unified system built specifically for fashion wholesale businesses. Created for wholesale brands, showrooms, and sales reps, Portal Wholesale replaces spreadsheets and disconnected sales tools with a centralized platform designed around seasonal selling cycles, linesheets, products, markets, and buyer relationships. The platform allows sales teams to manage prospects, accounts, contacts, deals, orders, and follow-up workflows while syncing all communication directly from Gmail through an integrated CRM extension. Portal Wholesale includes advanced scheduling tools optimized for showroom operations and trade shows, allowing brands to coordinate buyer appointments, round-robin scheduling, market calendars, and rep availability in one system. The platform also supports complete order and linesheet management with detailed visibility into seasons, products, line items, shipments, and revenue attribution across the wholesale pipeline. Integrations with Joor and NuOrder allow teams to synchronize orders and wholesale operations while maintaining pipeline visibility inside Portal Wholesale. In addition to CRM and sales management tools, Portal Wholesale operates a curated wholesale marketplace where more than 150,000 active retail buyers discover brands and source products, helping brands generate inbound leads and buyer engagement directly inside the platform. Teams can share branded linesheets, lookbooks, and assets using tracked links that provide engagement analytics and buyer activity insights within the CRM timeline. Built specifically for fashion wholesale rather than adapted from generic CRM software like Salesforce or HubSpot.
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Expedience SoftwareTRANSFORM 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.
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Resco Field Sales+Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement. Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial. The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking. By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.
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OdooOdoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
What is Salesbook?
Salesbook is a comprehensive platform that revolutionizes the sales process and methodology, aiming to enhance the efficiency and output of sales professionals by as much as 50%.
We streamline the entire direct sales experience, encompassing client engagement, offer presentation, CRM tool utilization, and the creation of detailed reports that support informed decision-making.
By incorporating automation, advanced analytics, and artificial intelligence into traditional sales practices, we greatly enhance productivity while enabling sales representatives to recover precious time in their day.
Our successful initiatives extend across a range of industries, such as energy, automotive, and insurance. With over 50,000 sales professionals and managers worldwide already using the platform, our clientele includes notable companies like OVB, Fortum, and Orange.
Moreover, our organization has garnered numerous international awards, highlighting our dedication to pioneering excellence in sales innovation.
As we continue to grow, we remain focused on delivering cutting-edge solutions that empower sales teams to achieve their fullest potential.
What is CRM9?
CRM9 is a highly advanced, cloud-based Customer Relationship Management platform that seamlessly combines sales, marketing, and customer support into one unified system. It offers extensive management of contacts and leads by diligently documenting every engagement, thereby creating detailed 360° profiles of customers. The platform's sales pipeline feature provides a visual representation of deal progress, enabling precise forecasting and efficient workflow automation, which ultimately helps businesses close deals with greater success. Additionally, it incorporates marketing automation capabilities for targeted email campaigns, customer segmentation, and comprehensive analytics, significantly improving engagement rates. The integrated service desk effectively manages tickets and escalations across various channels, which contributes to enhanced customer satisfaction. Users gain access to real-time dashboards and reporting tools that offer insights into sales performance, customer behavior, and overall team productivity. Moreover, CRM9 leverages AI-enhanced automation and predictive analytics, along with customizable workflows to ensure robust data protection and regulatory compliance at all times. This all-encompassing platform not only facilitates the cultivation of strong relationships but also boosts operational efficiency and drives business expansion. With CRM9, organizations are well-equipped to navigate the constantly changing landscape of customer interactions and market trends, ensuring they remain competitive and responsive to their clients' needs. Ultimately, CRM9 stands as a vital resource for any business aiming to thrive in today's dynamic marketplace.
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API Availability
Has API
API Availability
Has API
Pricing Information
$10/month/user
START
Organize your first sales department and basic sales processes.
$10/month/user
BASE
Scale your sales department with all the capabilities of CRM systems and sales applications.
$20/month/user
PRO
Equip your salespeople with the iPad application and change customer meetings forever.
$30/month/user
ENTERPRISE
Full freedom. Use all Salesbook functions, order dedicated solutions and benefit from our personalized support.
*Ask about price
Organize your first sales department and basic sales processes.
$10/month/user
BASE
Scale your sales department with all the capabilities of CRM systems and sales applications.
$20/month/user
PRO
Equip your salespeople with the iPad application and change customer meetings forever.
$30/month/user
ENTERPRISE
Full freedom. Use all Salesbook functions, order dedicated solutions and benefit from our personalized support.
*Ask about price
Free Version
Free Trial Offered?
Pricing Information
300 INR/month
CRM9 Pricing and Plans
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
At CRM9, we believe effective customer relationship management should be accessible and scalable for every business. Our pricing model is transparent, flexible, and designed to grow with your organization.
Subscription Model
Access the full range of CRM9’s core features for ₹300 per month. This plan provides essential CRM capabilities, including lead and contact management, sales pipeline tracking, task management, and follow-up automation. It is ideal for individuals and small teams looking for an affordable and efficient CRM solution.
Advanced Plans
As your business expands, CRM9 offers upgrade options with advanced features and additional user capacity. Higher-tier plans include:
Growth Plan: Enhanced automation, detailed analytics, and team collaboration tools.
Pro Plan: Advanced reporting, role-based access control, and customizable dashboards.
Enterprise Plan: Unlimited users, full access to all features, dedicated account management, and priority support.
Annual and custom enterprise pricing options are available for businesses requiring greater flexibility or large-scale deployments.
Key Inclusions in the Base Plan
Comprehensive lead and contact management
Sales and opportunity pipeline tracking
Task scheduling and follow-up management
Communication history and email tracking
Real-time analytics and performance reports
Secure cloud storage with daily data backup
Multi-user access with permission controls
Why Choose CRM9
Affordability: Competitive entry pricing that fits small business budgets.
Scalability: Upgrade options that align with your growth and operational needs.
Transparency: No hidden fees or complex pricing structures.
Value: Access to enterprise-grade tools and security at an affordable cost.
CRM9 offers a complete, professional-grade CRM experience at a price designed to deliver measurable value and long-term growth.
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
Salesbook
Date Founded
2016
Company Location
Poland
Company Website
www.salesbook.com
Company Facts
Organization Name
CRM9
Date Founded
2025
Company Location
India
Company Website
www.crm9.in/
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management