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.
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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.
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Jenesis Agency Management
Jenesis is an online agency management software designed to assist insurance agents in effectively overseeing current clients, reaching out to new prospects, enhancing operational efficiency and client retention, as well as managing sales activities. This user-friendly and cost-effective solution boasts numerous features such as a client portal, email integration, ACORD forms, carrier downloads, credit card processing, rating capabilities, invoicing, and much more. Utilizing the Jenesis Agency Management System not only helps you optimize your time but also empowers you to expand your revenue opportunities. With its comprehensive tools, Jenesis can transform the way you manage your agency and foster business growth.
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tigerlab
tigerlab is an insurance software company with two product lines, each built for a different type of business.
For insurance brokerages, the tigerlab Broker Management System (BMS) is an agency management system that brings clients, policies, documents, renewals and accounting into one place. It calculates commissions, creates invoices and credit notes automatically, and runs compliance checks, such as sanctions screening, that are set up for each country. Brokerages can run several countries and branches on one system and connect to market platforms including BiPRO in Germany and EcoHub in Switzerland.
For insurers, MGAs and embedded insurance providers, the tiger suite (formerly i2go) provides policy administration, billing, claims management and distribution management. Each system works on its own or with the others.
All tigerlab software is API-first, runs in the cloud or on-premises, and is backed by SOC 2 Type II attestation and ISO 27001 certification.
Book a demo at tigerlab.com!
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