Touch & Sell vs. Steve the Clerk

Pipedrive 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.

Pipeliner 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.

CrankWheel offers the ability to share your screen during a call, making it simple to create captivating presentations. By sending a link through email or SMS, viewers can access the presentation in any browser on any device. Designed with user-friendliness in mind, CrankWheel is an excellent tool for connecting with customers and facilitating business transactions. The platform is particularly beneficial for professionals such as insurance agents, mortgage advisors, solar consultants, educators, and customer support representatives. Moreover, integration with websites is straightforward, enabling users to implement a Demo button for instant notifications about viewer engagement. You can even track whether your audience is focused on your content. Our Chrome Extension has empowered more than 50,000 users to effortlessly share their screens with potential clients, regardless of their technical knowledge or the devices they are using. Notably, CrankWheel is compatible with older browsers and less common devices, functioning well even in conditions of poor network connectivity. It seamlessly operates on various platforms, including Mac, Android, iOS, Blackberries, Internet Explorer, and more, ensuring widespread accessibility for users everywhere.

AI Docs offers contract automation software designed for small to medium-sized enterprises, allowing them to efficiently create, sign, and oversee contracts and sales documents. By utilizing AI Docs, you can take charge of your contracts, resulting in reduced labor costs, enhanced quality, and increased revenue. The contract lifecycle management (CLM) software from AI Docs employs established rules and logic to assist users in the configuration and creation of contracts. It accurately captures all essential data and incorporates necessary clauses, ensuring that no mistakes are made and that irrelevant details are omitted. This innovative rule-based system enables employees and partners with limited contract knowledge to configure and generate contracts confidently, while also maintaining precision and removing potential delays in the process. Based in the Chicago area, AI Docs, Inc. is a proud veteran-owned business. Our product not only streamlines the generation of contracts but also includes sales documents such as proposals and return on investment (ROI) materials. We aim to be the most customer-friendly software company that our clients engage with, continuously working to meet their needs effectively.

Docket'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.

Clazar is the leading Cloud Sales Acceleration Platform built to help cloud Go-to-Market teams list, transact, and scale revenue across AWS, Microsoft Azure, and Google Cloud marketplaces. Designed for modern SaaS and enterprise technology companies, Clazar unifies the entire cloud marketplace lifecycle into one powerful system, helping teams close deals faster, eliminate operational bottlenecks, and unlock exponential growth through hyperscaler channels. From compliant marketplace listings to private offer creation, contract execution, usage-based metering, and revenue reconciliation, Clazar automates every step of the cloud sales cycle with zero operational lift. Revenue teams can launch listings in days, generate private offers in minutes, and manage renewals and complex sales motions seamlessly, all from a single platform built for speed and scale. Clazar integrates directly with Salesforce and HubSpot, enabling sellers, partnerships leaders, RevOps, and finance teams to run marketplace and co-sell motions inside the tools they already use. With bi-directional sync between the CRM and cloud partner portals, teams gain real-time visibility into the pipeline, offer stages, billing, payouts, and forecasting. Clazar also empowers organizations to accelerate co-selling with hyperscalers by automating referrals, governance workflows, approval chains, and partner reporting. With embedded automation, advanced analytics dashboards, and enterprise-grade compliance, Clazar helps teams scale marketplace operations confidently without adding headcount. Trusted by 300+ high-growth companies, including Pinecone, Perplexity, Confluent, Supabase, and Secureframe, Clazar is the platform powering the next generation of cloud marketplace success.

Microsoft 365 is a powerful cloud-based productivity platform designed to help individuals and organizations work smarter and more efficiently. It combines widely used applications such as Word, Excel, PowerPoint, Outlook, and Teams into a single integrated ecosystem. With Microsoft 365 Copilot, AI functionality is embedded directly into these tools, providing intelligent assistance for a wide range of tasks. Users can create documents, analyze data, and build presentations faster with AI-generated suggestions and automation features. The platform supports seamless collaboration by enabling real-time editing, file sharing, and communication across teams. OneDrive cloud storage ensures that files are securely stored and accessible from anywhere, whether on desktop, web, or mobile devices. Copilot enhances productivity by helping users summarize information, generate ideas, and organize workflows efficiently. It also allows users to incorporate their own files into prompts, ensuring outputs are tailored to their specific needs. Microsoft 365 is designed with flexibility in mind, supporting a variety of work styles and environments. The platform emphasizes user control over AI, allowing individuals to decide how and when to use intelligent features. It also simplifies complex tasks such as data analysis, presentation creation, and email management. By integrating productivity tools with advanced AI capabilities, Microsoft 365 improves efficiency and reduces manual effort. Overall, it enables users to collaborate more effectively, make better decisions, and achieve more in less time.

Creatio 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.

Google Workspace is Google’s cloud-based productivity and collaboration suite designed to help businesses, teams, and organizations communicate, collaborate, manage data, and automate workflows through integrated applications and AI-powered tools. The platform combines premium business versions of Gmail, Google Drive, Google Meet, Calendar, Docs, Sheets, Slides, Chat, Keep, Forms, Sites, Tasks, NotebookLM, AppSheet, and Gemini AI into a unified cloud ecosystem optimized for modern workplaces. Google Workspace enables organizations to manage professional email communication, real-time document collaboration, cloud storage, video conferencing, project coordination, and business productivity from any device while maintaining centralized administration and security controls. The platform’s built-in Gemini AI capabilities provide intelligent assistance across applications, helping users draft emails, summarize meetings, generate reports, create content, analyze data, brainstorm ideas, and automate workflows using contextual information from business operations. Google Workspace also includes advanced collaboration tools such as appointment scheduling, eSignature support, AI-generated meeting notes, mail merge functionality, shared cloud storage, and real-time co-authoring for teams working across distributed environments. Security and compliance are major components of the platform, with enterprise-grade features including AI-powered data classification, endpoint management, secure access controls, S/MIME encryption, Data Loss Prevention, eDiscovery, Vault archiving, compliance management, and AI-driven threat protection. Businesses can choose from multiple subscription plans that scale from small startups to large enterprises, with options for expanded storage, advanced security controls, large video meetings, and enterprise-grade administration features.

MobiOffice, which was previously known as OfficeSuite, serves as a user-friendly office suite alternative, boasting a user base exceeding 250 million individuals across 195 nations. It is compatible with multiple operating systems including Windows, Android, iOS, and macOS, and features essential applications such as MobiDocs, MobiSheets, and MobiSlides. This suite enables effortless management of text documents, spreadsheets, and presentations, ensuring compatibility with all prominent file formats like Microsoft Office (DOCX, ODT, PPTX), Google (Docs, Sheets, Slides), and Apple iWork among others. Delve into each application: MobiDocs allows for the creation and editing of documents, complete with a wide range of formatting options. MobiSheets is designed to streamline data management and analysis, enabling users to visualize insights and generate reports with ease. MobiSlides helps in creating captivating presentations through customizable templates and multimedia support. Additionally, MobiOffice seamlessly integrates with MobiDrive, the cloud storage service from MobiSystems, facilitating effortless document storage and synchronization. You can take advantage of a 7-day free trial to discover how this office suite can cater to your specific requirements. Optimized for all major platforms, MobiOffice offers its components—MobiDocs, MobiSheets, and MobiSlides—either as a comprehensive suite or as individual applications on Windows, providing customized and cost-effective solutions to meet diverse user demands. Furthermore, its user-friendly interface ensures that even those new to office suites can navigate the software with confidence.