Ratings and Reviews 1 Rating
Ratings and Reviews 11 Ratings
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CoeveraCoevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM, building sales software since 2011. Results that speak for themselves: 4 weeks to implement. 0 full-time admins required. 2 hours to onboard a user. Dramatically reduced total cost of ownership. Sales leaders get a forecast they can defend. Sales ops configure it themselves. Reps get a pipeline where the next step is obvious. • Voyager AI: predictive deal and pipeline guidance, plus native MCP • Visual pipelines with buying centers and relationship maps • Guided selling: your stages and criteria, enforced in the flow of work • Automatizer: no-code workflow automation your team builds • Built-in reporting and forecasting, with BI export Three editions: $85, $115 and $150 per user/month. Industry-agnostic.
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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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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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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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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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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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ClickUpYour team didn't sign up to spend half their day copying context from one app to another. But that's exactly what happens when you run projects in one tool, docs in another, chat somewhere else, and goals in a spreadsheet nobody opens. Every switch costs focus. Every silo hides information. Every disconnected tool makes your org a little slower, a little dumber. ClickUp was built to end that cycle entirely. It's not a bundle of acquired products duct-taped together. It's a single platform engineered from day one so that tasks, documents, conversations, goals, time tracking, whiteboards, and AI all operate on one shared foundation. When someone updates a task, the doc reflects it. When a goal progresses, everyone sees it. When an AI Agent completes work at 3am, the context is already there for your team in the morning. The AI isn't a gimmick bolted onto a legacy product. ClickUp Brain is native intelligence threaded through everything: it writes, summarizes, triages, answers questions about your workspace, and powers autonomous Agents that handle entire workflows without human intervention. Customize anything. Build views (List, Board, Gantt, Timeline, Calendar, Workload, Table, and more), create automations with custom logic, define hierarchies that match how your org actually works, and set permissions down to the field level. Over 1,000 integrations connect your existing tools without adding complexity. GitHub, Slack, Google Drive, Figma, Salesforce, HubSpot, Zoom, and hundreds more feed into one system of record. Security and scale are non-negotiable: SOC 2 Type II, SSO/SAML, custom roles, audit logs, 99.9% uptime SLA. From a five-person startup to a 50,000-seat enterprise, same platform, no migration required. The era of scattered tools is over. One platform. Everything connected. Start free today, no credit card required.
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WEX Field Service ManagementWEX FSM is a cutting-edge cloud platform that aims to streamline all aspects of a contractor's business operations, ranging from scheduling and dispatching to invoicing, payments, and customer management. By consolidating various workflows into a single system, it enables technicians, office staff, and clients to collaborate seamlessly, bolstered by features like real-time location tracking, user-friendly drag-and-drop scheduling, optimized dispatch routing, and a thorough customer history that documents job specifics, equipment information, notes, and images. The system also simplifies the creation of quotes and proposals, manages pricing catalogs, and offers instant mobile invoicing and payment capabilities. With functionalities that support recurring service agreements, provide flexible financing options, and include integrated payment processing, WEX FSM enhances cash flow by reducing the time spent on invoicing and collections. Additionally, it integrates smoothly with accounting software such as QuickBooks and offers extensive reporting and analytics tools that deliver critical business insights. A dedicated mobile app further equips field technicians to manage their duties effectively and collect payments on-site, ultimately allowing contractors to thrive in a competitive environment. As a result, WEX FSM not only boosts operational efficiency but also empowers businesses to grow and adapt in an ever-evolving marketplace.
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InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
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Square POSSquare POS is an easy-to-use point-of-sale solution that offers a comprehensive array of features for managing various retail operations. Users can efficiently track inventory and sales, process payments online, and issue digital receipts. This versatile system is compatible with both Android and iOS devices. Notably, Square POS can operate offline by saving transaction data locally, automatically syncing with the cloud once an Internet connection is reestablished. Users can keep track of essential details like product names, pricing, and quantities with ease. Additionally, it includes functionalities such as barcode scanning, discount applications, credit card processing, gift card management, and the ability to handle refunds, making it a valuable tool for businesses of all sizes. With its user-friendly interface and robust capabilities, Square POS is designed to enhance the overall customer experience while streamlining operations.
What is Telenotes?
What is Now Commerce?
Integrations Supported
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing Information
Supported Platforms
Supported Platforms
Customer Service / Support
Customer Service / Support
Training Options
Training Options
Company Facts
Organization Name
Telenotes
Date Founded
2001
Company Location
United States
Company Website
telenotes.com
Company Facts
Organization Name
Now Commerce
Date Founded
2003
Company Location
United States
Company Website
www.nowcommerce.com
Categories and Features
Contact Management
CRM
Field Sales
Categories and Features
B2B eCommerce
Enhance your wholesale business by shifting your clients from traditional phone and email ordering to a streamlined online platform. Tailored specifically for wholesalers, manufacturers, and distributors who use QuickBooks, the Now Commerce B2B Customer Portal allows your wholesale clients to effortlessly place orders through your custom-branded portal. Online orders are automatically synced with QuickBooks, significantly minimizing the workload associated with order entry. Now Commerce is fully compatible with both QuickBooks Desktop and QuickBooks Online. With secure, invitation-only access, your wholesale customers can explore personalized order guides that feature accurate product numbers, detailed descriptions and images, real-time inventory updates, and customized pricing. Using the self-service features, customers can easily check the status of their current orders, access delivery or tracking information, and review previous orders and payments at their convenience.
Not specified
Distribution
Field Sales
Revamp your B2B sales approach with the Now Commerce Sales Rep Portal. This cutting-edge platform equips your salesforce—whether in-house, field-based, or representing agencies—with the ability to effortlessly process orders for their assigned accounts via your tailored sales rep portal. The Sales Rep Portal simplifies order entry, provides access to live inventory information, and facilitates customized customer interactions from any device, at any location. This tool streamlines the sales experience by displaying wholesale pricing, allowing for order tracking, and supporting various pricing structures, thus enhancing customer connections. Online orders are seamlessly linked to QuickBooks, minimizing the burden of order entry. Now Commerce is designed to work seamlessly with both QuickBooks Online and QuickBooks Desktop. Step into the future of B2B sales with the Now Commerce Sales Rep Portal—an advanced solution developed to empower your sales team and elevate your business outcomes.
Food Service Distribution
Transition your wholesale clientele and sales representatives from traditional phone and email ordering methods to a streamlined online platform. This solution is ideal for wholesale coffee roasters, bakeries, specialty food manufacturers, beverage distributors, produce suppliers, and various other food and beverage wholesalers. With the B2B Customer Portal, your wholesale clients can easily place orders over the internet. Featuring secure, invitation-only access, your wholesale customers can explore personalized order guides tailored to their specific needs, complete with accurate product numbers, detailed descriptions and images, real-time inventory data, and customized pricing options. Additionally, the Sales Rep Portal allows your sales team—whether working remotely or in-house—to seamlessly input orders for their assigned accounts through a personalized sales representative interface. Orders made online are automatically integrated with QuickBooks, significantly decreasing the workload associated with order entry. Now Commerce is fully compatible with both QuickBooks Desktop and QuickBooks Online.
Order Entry
Now Commerce is an ideal solution for wholesalers, manufacturers, and distributors aiming to transition their employees, wholesale clients, and sales representatives from conventional phone and email ordering systems to a more efficient online platform. Our B2B Order Entry Portal empowers your team to place orders online on behalf of your wholesale clients. With our B2B Customer Portal, your wholesale partners can seamlessly place orders online. Featuring secure, invitation-only access, this portal provides customers with tailored order guides that include precise product numbers, comprehensive descriptions and images, real-time stock updates, and personalized pricing. The Sales Rep Portal enables your sales staff, whether in-house or on the road, to easily process orders for their assigned accounts. As soon as orders are received, they are automatically integrated into QuickBooks, significantly reducing your order entry tasks. This system works with both QuickBooks Desktop and QuickBooks Online. The setup is straightforward and can be operational in just a few days, rather than taking weeks or months.