Top Zomentum Alternatives

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.

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Creatio stands out as a global provider of an innovative no-code platform designed to streamline workflow automation and customer relationship management, delivering unparalleled flexibility. Its user-friendly no-code UI builder, combined with a drag-and-drop business process builder and an array of integrated tools, empowers users to develop business applications of varying complexity and scale, effectively managing both structured and unstructured workflows while supporting extensive reporting, diverse machine learning applications, and adaptable analytical dashboards. By utilizing Creatio, organizations can significantly reduce application development time by as much as tenfold. Moreover, Creatio offers a marketplace filled with pre-built solutions, connectors, and templates tailored to common business requirements and scenarios. The platform is constructed on a contemporary technology stack, ensuring that it seamlessly integrates within an organization's digital ecosystem for maximum adaptability. Additionally, Creatio CRM comprises a comprehensive suite of products that facilitate automation in marketing, sales, and service, all integrated onto a single no-code platform. These products can be implemented as a complete CRM package or as independent solutions, allowing businesses to tailor their use of the platform to meet specific operational demands. This level of customization ensures that organizations can optimize their workflows effectively while leveraging the full potential of the Creatio ecosystem.

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

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.

Maximize the effectiveness of your sales and marketing approach by utilizing actionable insights that can significantly boost pipeline development and affect the success of ongoing deals. People.ai integrates all data related to revenue-generating activities while enriching every account and opportunity with advanced insights that facilitate the swift creation of high-quality pipelines and improve the execution of each deal. Keep a consistent line of communication regarding all elements of account engagement, ensuring that your team is fully informed about who is involved, which helps in identifying opportunities for accelerating and expanding the pipeline. Develop a profound understanding of how every individual action influences the progression of a deal, enabling you to provide practical advice aimed at enhancing the performance of your representatives. Our cutting-edge data platform breaks down data barriers and utilizes patented AI technology to establish links between buyer interactions and seller productivity, offering insights that elevate the intelligence of your entire Revenue Engine. By integrating these insights into your strategy, you enable data-driven decisions that promote better outcomes and encourage ongoing development in your sales efforts. This comprehensive approach will not only enhance your current operations but also set the foundation for future growth and success.

QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests. ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.

The Outreach Sales Execution Platform provides sales teams with the tools they need to efficiently build their pipeline and significantly improve their deal-closing rates. This unique platform stands out as it empowers every member of the sales organization, from individual sellers to front-line managers, sales leadership, and operations, enabling them to effectively increase their pipeline closure rates. For those looking to enhance their sales success through tailored approaches, prioritization, and thorough analysis of their sales efforts, Outreach is the ideal choice. As the leading sales engagement platform, it equips teams to operate more efficiently by refining workflows and generating robust pipelines. Among its most valuable features are sales sequences, a dialer, tracking capabilities, email management, outreach tools, customizable content and templates, as well as comprehensive analytics, reporting, and coaching insights. Through these powerful tools, Outreach helps sales professionals not only meet but exceed their targets, transforming the way they engage with clients.

Impartner enhances the capabilities of your partner ecosystem by enabling you to effectively Manage, Optimize, and Accelerate each phase of the partner experience. Our platform caters to top-tier global enterprises, featuring numerous CRN 5-Star Award-winning channel initiatives and appointed Chief Partner Officers. With Impartner, you can trust that our cutting-edge solutions are addressing your business requirements while connecting you with a network of distinguished partners. This commitment to excellence ensures that your organization is well-equipped to thrive in a competitive landscape.

ITQuoter is a comprehensive quoting solution designed to accommodate everything from straightforward one-line quotes to intricate bids and professional proposals. Additionally, it features electronic sign-off and facilitates online payments without any extra fees. This system effectively oversees all elements of the sales process, encompassing quoting, order management, and purchasing, ensuring a seamless experience for users. With ITQuoter, businesses can streamline their operations and enhance their efficiency, making it an invaluable tool in the quoting process.

Enhance your productivity, speed up your sales pipeline, and tap into unmatched revenue opportunities with ZoomInfo Sales. Build a detailed account universe customized to your Ideal Customer Profiles and engage with key decision-makers through an extensive B2B contact database that boasts over 65 million direct dial numbers and more than 150 million verified email addresses. Identify and connect with potential customers early in their buying journey by tracking companies actively seeking solutions similar to yours online. Reach out to decision-makers from organizations that have expressed interest in your company’s website, ensuring that your outreach is timely and relevant. Evaluate customer interactions, including calls, meetings, and emails, to identify areas for improvement that can lead to better financial results. Craft and execute multi-touch sales strategies using our integrated phone dialer and email solutions, which work in tandem to enhance your outreach efforts. Speed up your sales cycle with ZoomInfo Chat, a straightforward yet sophisticated chatbot tool designed to improve efficiency. Furthermore, set up real-time lead notifications to engage with the most promising buyers, or automate the lead qualification process, allowing your team to concentrate on activities that have the greatest impact. By leveraging these advanced tools, you will not only optimize your operations but also foster a more dynamic and responsive sales environment, ultimately driving greater success for your business.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.

SAP CPQ, which was formerly known as CallidusCloud CPQ, significantly improves the customer experience by providing sales teams and their partners with tools to handle complex product configurations, optimize pricing strategies, and develop attractive proposals. This robust platform ensures that customers receive the most appropriate products at competitive prices and times, ultimately speeding up sales across diverse channels through its compatibility with any CRM or ERP system. By empowering sales representatives to facilitate transactions effortlessly across various platforms, the solution minimizes the risk of ordering errors, enables real-time proposal generation, and customizes pricing based on individual customer needs and channels. Such integration promotes intelligent and efficient sales workflows that accelerate quote production, simplify approval processes, shorten sales cycles, and allow personnel to focus on boosting sales. Moreover, it enhances business intelligence to seize sales opportunities, improve cross-selling and upselling initiatives, and refine pricing strategies while maintaining profit margins. In conclusion, the adoption of SAP CPQ can transform a sales environment into a more productive space, ultimately fostering growth and improving customer satisfaction. This transformation not only benefits the sales team but also strengthens the overall brand loyalty among customers.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Upland Altify focuses on boosting business revenue by refining customer interactions, which ultimately propels growth. Their methodology, termed Customer Revenue Optimization (CRO), equips sales teams to seize crucial opportunities, enhance revenue within key accounts, and improve sales execution through better collaboration across the entire revenue team. Widely adopted by numerous sales professionals, leaders, and executives, Altify’s CRO applications integrate seamlessly with the Salesforce platform, facilitating ongoing optimization of customer revenue and sales success. The ALTIFY SALES PROCESS MANAGER provides a well-structured and proven sales framework that increases the likelihood of achieving successful outcomes for all parties involved. This tool is customized to meet unique business requirements and relies on effective industry templates, offering a visual representation of the sales process along with vital content and resources that support sales personnel in progressing opportunities through the sales pipeline. Furthermore, by implementing these tools, organizations can cultivate a culture of continuous enhancement in their sales strategies, which contributes to greater competitiveness in the market while ensuring that sales teams are equipped with the necessary skills and insights to thrive.

A B2B sales AI application from Salesforce enhances winning percentages, reduces sales expenses, and boosts Salesforce utilization. SalesChoice stands out as the leading and user-friendly AI insights platform for sales analytics, having been recognized with 17 prestigious industry awards. It aims to eliminate revenue unpredictability and inefficiencies faced by B2B sales organizations by delivering straightforward and accessible AI insights. With an emphasis on user-friendliness, these revolutionary insights are seamlessly integrated into your CRM and are designed to be easily comprehensible without the need for any formal training. SalesChoice is also unparalleled in its comprehensiveness, as it uniquely offers all critical perspectives, optimal subsequent actions, and pertinent information necessary for effectively steering your sales team throughout the entire revenue process. By intelligently identifying the most promising opportunities and steering clear of low-probability deals, SalesChoice empowers sales teams to focus their efforts where they are most likely to succeed. In essence, it provides a strategic advantage that can significantly transform the sales landscape for B2B companies.

When embarking on the journey of automating proposals and utilizing quoting software, you might find yourself spending countless hours learning the ropes or needing to hire an IT consultant with advanced qualifications in APIs. However, iQuoteXpress (IQX) simplifies this process by efficiently providing a tailored, integrated sales proposal and quoting solution. This user-friendly system allows for easy configuration, pricing, and quoting. It is vital that your sales proposals mirror your brand values, and IQX's customizable templates guarantee that every quote maintains a consistent appearance. Additionally, we will design a personalized dashboard for your quoting system and populate it with your products, services, pricing structures, as well as customer and account details. Effective analytics play a crucial role in enhancing sales capabilities; thus, we will implement comprehensive back-end tracking tools that give you full visibility and help ensure that no proposal or potential business opportunity slips through the cracks. With this solution, you can focus more on closing deals rather than getting bogged down by administrative tasks.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Revenue Grid operates as an AI-powered platform for Guided Selling, providing sales teams with customized, actionable insights that guide them toward successful strategies, pinpoint at-risk deals, and reveal the most critical steps to take. This groundbreaking method in B2B sales focuses on recognizing and tackling the distinct needs and obstacles encountered by sales teams. We are committed to offering thorough, step-by-step assistance for every opportunity within a salesperson's pipeline, ensuring that teams are ideally equipped to reach their goals. By granting complete visibility into the sales pipeline, current deals, and team interactions, we deepen the understanding of the sales process. Moreover, our platform streamlines routine tasks, enabling sales representatives to move deals through the sales funnel with ease. With proactive Signals generated from AI-driven analysis, rich communication data, and established sales practices, sales teams receive explicit guidance on deal statuses and engagement levels. This empowerment allows users to seamlessly monitor the progress of each deal, reflect on past actions, and forecast future outcomes, fostering more informed decision-making and enhancing overall success. Ultimately, by equipping sales teams with the right tools and insights, we aim to transform the sales landscape and drive sustainable growth.

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Utilizing sales acceleration tools is crucial for driving revenue growth and ensuring client loyalty, as they provide the vital resources needed for effective account management and process optimization. Taking too long to implement these strategies can create divisions among stakeholders, underscoring the importance of prompt action to enhance the likelihood of successful deal closures. These tools allow for improved oversight of transactions through advanced account planning and opportunity management, giving you insight into the next steps, key players, and necessary actions to progress. Optimizing sales processes requires a focus on efficiently completing transactions, as this is foundational to your role as a sales leader aimed at maximizing revenue. It’s essential to empower your teams to generate more leads, increase their success rates, and shorten sales cycles. When stakeholders start to engage, it becomes critical to work closely with your colleagues on crafting strategic messaging and positioning to sustain momentum and seize new opportunities. Ultimately, how effectively you navigate these dynamics can greatly affect your overall sales results, making it vital to continuously refine your strategies and approaches. By doing so, you can not only improve performance but also foster a culture of collaboration and innovation within your sales team.

Apparound transcends the typical CPQ by serving as a comprehensive sales tool that enhances representatives' effectiveness in negotiations, streamlining their daily tasks and facilitating greater customer engagement. This solution features ten modules that oversee the entire sales process, from configuring offers to processing order collections, ensuring a seamless experience for sales teams. By integrating various functionalities, it empowers sales representatives to focus on building relationships and closing deals more efficiently.

At last, there is a digital sales platform specifically designed for manufacturers that integrates CRM, CPQ, and Commerce seamlessly! Speed up your sales process, secure more contracts, and outpace your rivals quicker than you ever imagined. Our comprehensive sales software perfectly synchronizes your clients’ needs with your manufacturing strengths in ERP, consolidating all your sales operations into a single platform that includes CRM, CPQ, and Commerce functionalities. With this innovative solution, manufacturers can enhance their efficiency and responsiveness, ultimately driving greater success in the marketplace.

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.