iFOLIO vs. Terminus

Most 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.

Admiral is the category leader for adblock recovery for publishers and the creator of Visitor Relationship Management (VRM). Trusted by thousands of publishers and backed by more than a decade of expertise, Admiral helps recover millions of dollars in advertising revenue lost to adblockers, privacy tools, DNS filtering, VPNs, network-level blocking, and other forms of monetization disruption. Admiral's Full Spectrum Adblock Recovery approach recognizes that no single recovery method can address every blocker, visitor, or revenue opportunity. Publishers can apply different recovery approaches across their audience—and combine them when appropriate—to expand recovery coverage and maximize total adblock revenue. Beyond ad recovery, Admiral helps publishers recover and grow revenue through subscriptions, registrations, first-party data, consent management, email acquisition, social audience growth, donations, and other visitor monetization strategies. This unified approach helps publishers reduce revenue leakage, increase visitor lifetime value, and strengthen direct audience relationships. Key capabilities include: • Full Spectrum Adblock Recovery across diverse blocker types and visitor situations • AI-powered Visitor Copilot for conversational engagement, audience guidance, and revenue growth • Digital subscriptions, paywalls, memberships, and donation programs • GDPR, CCPA, IAB, and Google-certified consent management • First-party data collection, audience segmentation, and visitor identification • Marketing automation, journey shaping, and AI-powered optimization • Email growth, social audience growth, registrations, and engagement campaigns • Analytics, testing, personalization, and revenue performance measurement Admiral's no-code platform can be deployed quickly and optimized continuously, helping publishers maximize revenue recovery, audience growth, and overall monetization performance.

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.

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.

Shape 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.

Your data warehouse serves as the definitive source of truth for customer information. Hightouch facilitates the transfer of this data to the essential tools your business utilizes. This integration ensures that your sales, marketing, customer success, and customer service teams can gain a comprehensive 360-degree perspective of each customer through the platforms they trust. By removing the hassle of repetitive data requests, Hightouch transforms data warehouses into actionable insights. Enhanced data can significantly propel growth, allowing for personalized marketing strategies across diverse channels like email, push notifications, advertisements, and social media. With Hightouch, you won't have to depend on engineering resources to make continuous improvements. Optimized data can lead to increased revenue streams, enabling you to target potential leads with tailored Product Qualified Lead (PQL) or Marketing Qualified Lead (MQL) models. A singular customer view can be effectively integrated with your CRM, ensuring that better data contributes to reducing churn rates. Your customer success CRMs should reflect a thorough understanding of your clientele, utilizing customer data to pinpoint those at risk of disengagement. Every piece of information resides within your data warehouse, and while analytics is an important starting point, Hightouch elevates it by enabling you to leverage SQL for seamless data synchronization across any SaaS platform. This operational capability allows your teams to make data-driven decisions in real time, enhancing overall business performance.

Coevera 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.

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.

AddSearch transforms the way organizations connect users with information. More than just a traditional site search, AddSearch now offers AI Answers and AI Conversations, enabling businesses to deliver direct, conversational, and context-aware responses to user queries. These advanced capabilities complement AddSearch’s proven site search and content recommendation solutions, helping organizations create effortless, engaging, and personalized digital experiences. With AddSearch, you can choose between AI-driven answers, conversational interfaces, or lightning-fast search results—all fully customizable for websites, e-commerce platforms, or web applications. Our Crawler and Indexing API ensure your content is always up-to-date, while our expert implementation services save valuable developer time and maximize results. Today, nearly 2,000 customers worldwide—across Media, Telecommunications, Government, Education, E-commerce, and more—trust AddSearch to provide best-in-class search and AI-driven discovery. AddSearch product portfolio includes: - AI Answers – instant, accurate, and direct responses powered by generative AI. - AI Conversations – natural, chat-like interactions for deeper user engagement. - Autocomplete & Smart Ranking – predictive suggestions and optimized result ordering. - Personalized Search – tailored experiences based on behavior and preferences. - Content & Product Recommendations – boost engagement and conversions. - Advanced Analytics – insights into user behavior - Flexible Content Controls – include/exclude content, synonyms, filters, and facets, promote - Enterprise Features – SSO, organizational user management, audit logs, SLA up to 99.999%. - Seamless Implementation – works with any CMS, via crawler or API

Clazar is the leading Enterprise Cloud GTM 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 Zapier, Supabase, Replit, Pinecone, Perplexity, Confluent, and Secureframe, Clazar is the platform powering the next generation of cloud marketplace success.