Ratings and Reviews 69 Ratings
Ratings and Reviews 0 Ratings
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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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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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Visual VisitorAI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.
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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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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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FathomFathom is an AI notetaking and meeting intelligence platform designed to help individuals and teams capture conversations, summarize key points, and move work forward faster. The platform records meetings, generates accurate transcripts, creates instant summaries, identifies action items, and sends updates so users can stay present during calls. Fathom supports both bot-based meeting capture and bot-free capture through its desktop app, giving users more flexibility in how they record meetings. Its AI summaries are available immediately after calls and can be tailored to team workflows and priorities. Ask Fathom lets users search across meeting history and ask questions about decisions, commitments, customer signals, risks, opportunities, and next steps. The platform also helps teams monitor key topics so important moments are easier to identify across conversations. Fathom is useful for customer calls, sales meetings, marketing discussions, customer success reviews, strategy sessions, internal syncs, and team workflows. Its integrations connect meeting notes and insights with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, public APIs, and MCP workflows. Teams can use Fathom to create shared visibility across meetings so decisions and follow-through are not lost between calls. The platform supports enterprise requirements with SOC 2 Type II, GDPR, HIPAA compliance, SSO, and SCIM. By combining AI meeting notes, bot-free capture, transcripts, summaries, action items, topic monitoring, search, integrations, and compliance, Fathom helps teams reduce admin work and turn conversations into measurable progress.
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EverstageEverstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.
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ActiveCampaignMost marketing platforms show you what already happened. Active Intelligence shows you what to do next. While competitors bury you in dashboards reporting yesterday's failures, Active Intelligence flags issues before they damage campaigns and surfaces opportunities you didn't know existed. AI agents analyze billions of data points to recommend which campaigns to run, which segments to target, and which automations to build—without prompting. You set goals. Active Intelligence handles execution. Three capabilities. One platform. Real-time intelligence that adapts to customer behavior as it happens. Market-leading deliverability that puts 30% more emails in the inbox than competitors. Proactive recommendations that eliminate guesswork. The result? Act faster, automate smarter, scale without adding headcount. Why businesses choose ActiveCampaign: Traditional platforms demand weeks of training and complex setup. ActiveCampaign delivers measurable results in days. Teams see engagement lifts and conversion improvements within 30 days, not quarters. Enterprise-grade capabilities with an intuitive interface that requires zero technical expertise. Whether you're a solo marketer or growing team, ActiveCampaign scales without the enterprise price tag or complexity. 89% of customers say ActiveCampaign meets their needs better than alternatives. 88% report faster time-to-value than previous platforms. These aren't aspirational—they're standard outcomes for teams who stop managing campaigns manually and start orchestrating growth autonomously.
What is Veloxy?
VeloxyIO Inc. offers an advanced sales software solution powered by artificial intelligence, designed to enhance predictive forecasting and sales enablement specifically for Salesforce CRM users. Our goal is to equip Sales Representatives with the tools they need to effectively engage with Salesforce and maximize their productivity beyond their input. Additionally, we deliver improved forecasts and analytics to Sales Management, enabling them to identify the key actions that truly influence the sales pipeline. With the right data delivered at the precise moment it’s needed, tools like Inbox and Veloxy Mobile automatically log various activities, including calls, email interactions, and engagement metrics. This seamless integration allows for effortless information management on the go, seamlessly fitting into the sales workflow. Sales Representatives benefit from timely access to relevant data tailored to their context, location, and upcoming engagements, which helps them prioritize effectively without the hassle of searching for information. By leveraging this data, you can pinpoint which specific actions significantly contribute to pipeline expansion. Furthermore, Veloxy Analytics equips Sales Managers and Operations teams with precise forecasts derived from historical analysis of trends, along with analytical tools that allow for an exploration of how various sales activities correlate with pipeline growth, ultimately driving better decision-making and strategy formulation. This comprehensive approach ensures that every sales effort is strategically aligned for maximum impact.
What is Colabo?
Gather all vital data in real-time from internal systems to create a shopping profile that integrates insights gleaned from social media and partner services. This allows for the presentation of tailored solutions for each customer, showcasing their individuality. For example, artificial intelligence can learn to recognize a cat by analyzing countless images, enabling quick identification; however, it will struggle with images of different subjects. In areas where technology may not suffice, the involvement of human agents becomes essential to address customer inquiries effectively. Colorado stands out in its ability to facilitate a seamless transition between automated systems and human representatives, ensuring an effortless experience for users. Additionally, Colabo improves this process by delivering personalized recommendations and insights through assisted intelligence, which empowers staff to execute their tasks more efficiently and effectively. This ultimately allows every team member to thrive as an informed expert. Such a blend of technological innovation and human skill fosters a comprehensive approach to customer service, enhancing overall satisfaction. By continually refining these interactions, businesses can establish deeper connections with their clientele and drive loyalty.
Integrations Supported
Gmail
Google Calendar
Microsoft 365
Microsoft Outlook
Integrations Supported
Adobe Marketo Engage
Eloqua
HubSpot CRM
HubSpot Customer Platform
LinkedIn
Oracle CRM On Demand
API Availability
API Availability
Pricing Information
$49 user/month
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Not specified
Company Facts
Organization Name
Veloxy
Date Founded
2015
Company Location
United States
Company Website
veloxy.io
Company Facts
Organization Name
Colabo
Date Founded
2010
Company Location
United States
Company Website
www.colabo.com
Categories and Features
AI Sales Assistants
Not specified
AI Sales Tools
Not specified
Email Marketing
CAN SPAM Compliance
Dynamic Content
Image Library
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor
Email Tracking
Location Tracking
Team Management
Field Sales
Not specified
Inside Sales
Auto-Dialing
Call List Management
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Capture
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Segmentation
Pipeline Management
Prospecting Tools
Marketing Analytics
Dashboard
Performance Metrics
Sales Analytics
Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Enablement
Collaboration
Contact Management
Lead Management
Meeting Management
Territory Management
Sales Engagement
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Sales Force Automation
Call Management
Campaign Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Territory Management
Sales Intelligence
CRM Integration
Email Integration
List Building
Pipeline Management
Prospecting Tools
Reporting/Analytics
Social Selling
Lead Engagement
Categories and Features
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Contact Management
Activity Management
Contact Database
Contact History
Contact Import/Export
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Email Marketing
A/B Testing
Auto-Responders
Customer Surveys
Dynamic Content
Event Triggered Email
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Template Management
Inside Sales
Campaign Management
Dashboard
Data Management
Lead Capture
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Prospecting Tools
Source Tracking
Marketing Automation
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Sales Intelligence
Social Marketing
Sales Enablement
Contact Management
Lead Management
Performance Management
Sales Force Automation
Campaign Management
Contact Management
Email Marketing
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Workflow Management
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration