
Plauti enhances data integrity within Salesforce and Microsoft Dynamics 365 CE, empowering teams to automate processes, generate reports, and leverage AI on reliable records. By ensuring that no information is sent to external servers, all operations occur within your CRM, allowing administrators to maintain complete control without needing to submit any IT requests. The solution addresses data quality throughout the entire record lifecycle, providing a comprehensive overview of data health for all objects and fields, enabling the entire team to operate with a consistent and accurate understanding. It facilitates the bulk cleaning of duplicates, standardizes data formatting, and verifies the validity of emails, phone numbers, and addresses. Additionally, Plauti proactively prevents poor-quality records from entering the system, whether they originate from manual input, imports, APIs, or AI-driven tools such as Agentforce and Copilot. Clean data can be immediately utilized for routing and downstream distribution, allowing AI to function effectively on dependable records. As Plauti is integrated directly with the infrastructure of Salesforce and Dynamics 365 CE, it seamlessly adopts your current permissions and security protocols, eliminating the need for separate logins, avoiding delays in data synchronization, and ensuring compliance with regulations. This deep integration not only optimizes workflow but also enhances trust in your data management processes.
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CRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center.
Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board.
For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside.
Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals.
For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.
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Smaply
Smaply is an innovative software solution designed for journey mapping that offers enhanced flexibility, customization options, and comprehensive Journey Management features. This tool facilitates the creation of detailed customer journey maps while allowing users to dissect the customer experience at each step. Users can enrich each touchpoint with vital elements, visualizing the journey through images, text, emotions, KPIs, and various metrics. By incorporating pain points, potential solutions, and new opportunities, users can obtain insights more efficiently. Additionally, the portfolio graph within the workspace allows for effective tracking, ensuring that users maintain an overview and can prioritize tasks effectively. As a result, journey maps are not merely seen as deliverables; instead, they become integral to the service development process, positioning journey mapping at the heart of organizational strategies. This shift underscores the importance of understanding customer experiences in driving business success.
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Backstory
Backstory is an AI-powered revenue intelligence platform built to give sales organizations deeper visibility into deals, accounts, pipelines, forecasts, and customer engagement. It connects with existing CRM, email, calendar, meeting, and sales applications to collect account activity without requiring representatives to manually enter every interaction. Calls, meetings, stakeholders, and other engagement signals can be automatically associated with the relevant opportunities and accounts. The platform analyzes this information alongside historical sales patterns to evaluate deal health and estimate the likelihood that an opportunity will close. Revenue teams can use the resulting insights to identify risks, stalled deals, missing contacts, coverage gaps, bottlenecks, and potential expansion opportunities. Stakeholder mapping helps sellers understand the people involved in each buying process and determine whether important decision-makers or influencers are missing. Backstory also generates deal-specific recommendations that suggest possible next steps based on buyer activity and the context surrounding an opportunity. AI sales coaching capabilities can help representatives evaluate their approach and improve execution without relying solely on periodic manager reviews. Sales leaders and revenue operations teams can use forecasting and pipeline management features to compare opportunities, monitor changes, and improve visibility into expected revenue. The platform also supports renewal and retention use cases by applying account activity intelligence to existing customer relationships. Backstory is intended for organizations that want to combine automated sales data capture with AI analysis to improve pipeline management, forecasting, account strategy, opportunity qualification, and day-to-day selling decisions.
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