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What is SmartSales?

SmartSales is an all-in-one CRM tailored for field sales, designed to simplify operations by minimizing paperwork and allowing sales representatives to boost their productivity, potentially reclaiming up to 90 minutes each day. Its robust territory management system facilitates geolocation and segmentation of potential clients and prospects, ensuring that inventory, pricing, and documentation information are always accurate and current. Users can effortlessly track their activities, personalize their experience, and generate comprehensive visit reports with concise notes. The app emphasizes action, enabling instant order placements and removing unnecessary delays. Traditionally, sales representatives have faced the challenge of managing extensive paper documents and product catalogs, lacking real-time visibility into inventory levels during client interactions, which often results in the tedious task of manually entering signed orders into the CRM later. Furthermore, the risk of presenting outdated marketing materials can result in lost opportunities. SmartSales effectively tackles these issues, allowing sales teams to concentrate on selling rather than getting bogged down with administrative duties. By implementing this innovative solution, organizations can enhance their sales processes and achieve better results in a competitive market.

What is GetAccept?

GetAccept serves as a comprehensive platform for e-signature, contract management, proposal development, sales materials organization, document tracking, and prospect engagement. It caters to the needs of various teams, including sales, HR, customer success, and development, offering popular functionalities such as personal video messaging, live chat, and analytics. The Digital Sales Room encompasses two key components: a Deal Room, which facilitates the journey from initial meeting to proposal, and a Contract Room, guiding the process from proposal acceptance to final agreement. In the Deal Room, you can enhance your chances of closing deals by fostering seamless collaboration between buyers and sellers within a unified environment. This space allows users to upload sales materials, develop mutual action plans, and communicate with potential clients in real-time. The Contract Room enables sales representatives to excel by creating impressive proposals swiftly. They can either start with a blank canvas using the in-app editor or leverage intelligent templates for dynamic, branded contracts. With its extensive range of tools aimed at boosting success rates, GetAccept is a leader in the evolution of digital sales processes, ensuring teams have everything they need to thrive in a competitive marketplace. This innovative platform not only streamlines the sales process but also enhances the overall customer experience through effective communication and collaboration.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
CallMaker
Constant Contact Lead Gen & CRM
Freshsales
Google Analytics
Google Drive
HubSpot Marketing Hub
Microsoft 365
Microsoft Entra ID
Plecto
Sage Accounting
Salesforce Marketing Cloud Account Engagement
SuperOffice CRM
Sympa
TimePlan
Upsales

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
CallMaker
Constant Contact Lead Gen & CRM
Freshsales
Google Analytics
Google Drive
HubSpot Marketing Hub
Microsoft 365
Microsoft Entra ID
Plecto
Sage Accounting
Salesforce Marketing Cloud Account Engagement
SuperOffice CRM
Sympa
TimePlan
Upsales

API Availability

Has API

API Availability

Has API

Pricing Information

$59 per user per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
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

EASI

Date Founded

1999

Company Location

Belgium

Company Website

easi.net/en

Company Facts

Organization Name

GetAccept

Date Founded

2015

Company Location

United States

Company Website

www.getaccept.com

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File 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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Proposal Management

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

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File 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

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