Docket
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.
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Pipeliner CRM
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.
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DocSales
With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive.
DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow.
This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.
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Clari Copilot
Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario.
This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly.
When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform.
It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself.
Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies.
With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.
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