ZoomInfo Sales vs. Upnify CRM

AI 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.

D&B Hoovers helps sales, marketing, and revenue teams find better opportunities, engage buyers more effectively, and accelerate revenue growth. By combining trusted company and contact intelligence with buyer intent data, website engagement insights, business triggers, and AI-powered recommendations, D&B Hoovers helps organizations focus on the opportunities that matter most.   Teams use D&B Hoovers to discover new prospects, identify decision-makers, prioritize target accounts, and create more meaningful customer conversations. The platform provides a complete view of companies and buying signals, helping users understand who to engage, when to engage, and why an opportunity deserves attention.   Backed by the Dun & Bradstreet Data Cloud, D&B Hoovers delivers trusted business intelligence across millions of companies and contacts worldwide. Users can leverage advanced prospecting tools, account insights, market intelligence, and real-time business events to support more informed sales and marketing strategies.   By reducing manual research, improving account prioritization, and helping organizations act on buying signals faster, D&B Hoovers enables teams to increase productivity, improve pipeline quality, and drive more predictable revenue outcomes.

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.

Maximizing the value of your first-party data is essential for success. D&B Connect offers a customizable master data management solution that is self-service and capable of scaling to meet your needs. With D&B Connect's suite of products, you can break down data silos and unify your information into one cohesive platform. Our extensive database, featuring hundreds of millions of records, allows for the enhancement, cleansing, and benchmarking of your data assets. This results in a unified source of truth that enables teams to make informed business decisions with confidence. When you utilize reliable data, you pave the way for growth while minimizing risks. A robust data foundation empowers your sales and marketing teams to effectively align territories by providing a comprehensive overview of account relationships. This not only reduces internal conflicts and misunderstandings stemming from inadequate or flawed data but also enhances segmentation and targeting efforts. Furthermore, it leads to improved personalization and the quality of leads generated from marketing efforts, ultimately boosting the accuracy of reporting and return on investment analysis as well. By integrating trusted data, your organization can position itself for sustainable success and strategic growth.

Fathom 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.

CTM is an AI-powered conversation intelligence, call tracking, and customer engagement platform developed to help organizations connect marketing activities with customer interactions and revenue generation. Originally known as CallTrackingMetrics, the platform combines marketing attribution, communication management, lead nurturing, and contact center capabilities within a unified system. Its call tracking functionality uses dynamic number insertion and dedicated tracking numbers to identify which advertisements, keywords, websites, and campaigns generate inbound phone calls. The software also captures text messages, web form submissions, and chat interactions to provide visibility into customer engagement across multiple communication channels. Conversation intelligence tools use artificial intelligence to transcribe recordings, summarize discussions, evaluate customer sentiment, identify important topics, and score interactions. Its AskAI functionality allows users to investigate conversation data and extract insights about customer needs, objections, and purchasing behavior. CTM VoiceAI provides automated voice agents that can answer calls, qualify leads, schedule appointments, and direct callers to appropriate employees or departments. Intelligent routing capabilities distribute incoming inquiries based on factors such as location, availability, agent skills, customer history, and custom business rules. Workflow automation enables organizations to trigger follow-up messages, internal notifications, CRM updates, and advertising conversion events using customer interaction data. Reporting tools include real-time activity dashboards, campaign performance analysis, advertising return on investment, agent productivity monitoring, and customizable reports for businesses and marketing agencies. CTM supports integrations with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications while providing APIs, webhooks, and white-label options.

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.

Manual call center QA covers 1 to 5% of interactions. The other 95% goes unreviewed. QEval closes that gap with AI-powered quality assurance that scores every voice, chat, and email interaction automatically. The platform combines speech analytics, sentiment analysis, compliance monitoring, keyword detection, automated evaluation workflows, agent coaching tools, gamification, and 110+ analytics dashboards. Compliance includes PCI, HIPAA, and GDPR at 98% accuracy with real-time violation alerts. The scoring engine is trained on 138M+ contact center interactions and delivers 94% classification accuracy. Organizations deploy QEval in 30 days, three to four times faster than typical quality monitoring platforms. Etech Global Services developed QEval through 20+ years of operating contact centers for Fortune 500 clients in healthcare, telecom, retail, banking, and BPO. ISO 27001, SOC 2, PCI-DSS certified. Built for QA managers, CX directors, and operations leaders replacing manual QA. Additional capabilities include call recording and playback, screen capture for desktop activity review, customizable evaluation scorecards, QA calibration sessions to ensure scoring consistency across evaluators, and dispute management workflows for agents to challenge scores. The platform supports omnichannel quality monitoring with unified scoring across phone, chat, email, and social media interactions. Supervisors access real-time dashboards to monitor live calls and intervene when needed. Automated alerts flag compliance risks, negative sentiment spikes, and performance drops instantly. Role-based permissions, audit logging, and end-to-end encryption meet enterprise security requirements. QEval connects with CRM, ACD, workforce management, and telephony systems through API integrations. Multi-site and multilingual support enables centralized QA management across geographically distributed contact center operations.

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.

The cloud phone solution is specifically built for the Zoom platform, offering a modern user interface paired with enterprise-grade features that enhance voice communication. The Zoom administrator portal facilitates user management and provisioning, along with monitoring call quality and usage metrics. With a globally distributed cloud infrastructure, Zoom ensures secure HD Voice with exceptional reliability suitable for enterprises. Users can seamlessly make and receive calls, share content, and engage in video meetings, while also having the ability to send chat messages through Zoom's desktop or mobile applications. Additionally, phone calls can be effortlessly upgraded to Zoom Meetings, eliminating the need for participants to disconnect or dial into a different conference bridge. Native applications for Windows, MacOS, and Android are designed for ease of use and optimize both voice and video quality. As the range of countries offering local phone numbers continues to expand, customers looking for simplified global telephony management can easily port their numbers to Zoom to streamline their communications. This comprehensive integration allows businesses to enhance collaboration and connectivity across various regions.