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Top Free Customer Revenue Optimization (CRO) Software

Check out our list of free Customer Revenue Optimization (CRO) Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Customer Revenue Optimization (CRO) Software to ensure you get the right product.

View Free Customer Revenue Optimization (CRO) Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
22 Customer Revenue Optimization Products Available
(826)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Customer Revenue Optimization software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mi

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 45% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aviso is a sales forecasting tool that uses AI technology to provide detailed insights into sales performance and deal cycles.
    • Users like Aviso's AI-driven forecasting capabilities, its ability to provide accurate sales forecasts, and its integration with popular CRMs like Salesforce, which ensures data flow and minimizes disruption to existing workflows.
    • Reviewers experienced slow performance, ineffective analytics, an unintuitive user interface, and issues with data exportation, as well as a lack of internal support or training.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aviso features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    8.7
    Opportunity Identification
    Average: 8.4
    8.5
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Redwood City, CA
    Twitter
    @AvisoInc
    909 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    277 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mi

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 45% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aviso is a sales forecasting tool that uses AI technology to provide detailed insights into sales performance and deal cycles.
  • Users like Aviso's AI-driven forecasting capabilities, its ability to provide accurate sales forecasts, and its integration with popular CRMs like Salesforce, which ensures data flow and minimizes disruption to existing workflows.
  • Reviewers experienced slow performance, ineffective analytics, an unintuitive user interface, and issues with data exportation, as well as a lack of internal support or training.
Aviso features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
8.7
Opportunity Identification
Average: 8.4
8.5
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@AvisoInc
909 Twitter followers
LinkedIn® Page
www.linkedin.com
277 employees on LinkedIn®
(642)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 42% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vitally features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    AC
    We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
    MH
    I've used a few CSM tools now, but Vitally has been an absolute game changer for us. I feel you get the product feature set of an enterprise tool,... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    476 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 42% Small-Business
Vitally features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
AC
We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
MH
I've used a few CSM tools now, but Vitally has been an absolute game changer for us. I feel you get the product feature set of an enterprise tool,... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
476 Twitter followers
LinkedIn® Page
www.linkedin.com
108 employees on LinkedIn®

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(610)4.7 out of 5
1st Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is a customer-facing collaboration platform that serves as both a Digital Sales Room and a Client Portal. It is designed to support go-to-market (GTM) teams in managing complex B2B sales and c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Small-Business
    • 44% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a digital platform that centralizes deal-related content, timelines, and communication, providing a shared workspace for buyers and sellers.
    • Reviewers appreciate Aligned's ability to streamline the sales process by keeping all relevant information, documents, and communication in one place, making it easier for both the sales team and the prospects.
    • Users experienced limitations with Aligned's customization options, and some found it challenging to get prospects to adopt the platform, adding an extra layer of administrative work.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aligned features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.4
    Opportunity Identification
    Average: 8.4
    9.1
    Playbooks
    Average: 8.4
    5.3
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is a customer-facing collaboration platform that serves as both a Digital Sales Room and a Client Portal. It is designed to support go-to-market (GTM) teams in managing complex B2B sales and c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Small-Business
  • 44% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a digital platform that centralizes deal-related content, timelines, and communication, providing a shared workspace for buyers and sellers.
  • Reviewers appreciate Aligned's ability to streamline the sales process by keeping all relevant information, documents, and communication in one place, making it easier for both the sales team and the prospects.
  • Users experienced limitations with Aligned's customization options, and some found it challenging to get prospects to adopt the platform, adding an extra layer of administrative work.
Aligned features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.4
Opportunity Identification
Average: 8.4
9.1
Playbooks
Average: 8.4
5.3
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
3 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
(76)4.2 out of 5
20th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Starting at $20.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upland Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus o

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 54% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Altify features and usability ratings that predict user satisfaction
    8.7
    Quality of Support
    Average: 9.3
    7.4
    Opportunity Identification
    Average: 8.4
    7.5
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Matteo B.
    MB
    Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Altify
    Year Founded
    2005
    HQ Location
    San Jose, CA
    Twitter
    @altifyinc
    5,327 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    98 employees on LinkedIn®
    Phone
    +1 866 570 3836
Product Description
How are these determined?Information
This description is provided by the seller.

Upland Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus o

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 54% Enterprise
  • 38% Mid-Market
Altify features and usability ratings that predict user satisfaction
8.7
Quality of Support
Average: 9.3
7.4
Opportunity Identification
Average: 8.4
7.5
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Matteo B.
MB
Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
Seller Details
Seller
Altify
Year Founded
2005
HQ Location
San Jose, CA
Twitter
@altifyinc
5,327 Twitter followers
LinkedIn® Page
www.linkedin.com
98 employees on LinkedIn®
Phone
+1 866 570 3836
(179)4.6 out of 5
14th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Recapped.io features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.8
    Opportunity Identification
    Average: 8.4
    9.1
    Playbooks
    Average: 8.4
    9.7
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Mat K.
    MK
    I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
    Chuck C.
    CC
    The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.8
Opportunity Identification
Average: 8.4
9.1
Playbooks
Average: 8.4
9.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Mat K.
MK
I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
Chuck C.
CC
The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
Seller Details
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
178 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
(55)4.7 out of 5
11th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 9.3
    9.2
    Opportunity Identification
    Average: 8.4
    7.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Information Services
    CI
    I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
    PK
    My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    Beaverton, OR
    Twitter
    @PROLIFIQAPPS
    523 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 25% Small-Business
Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 9.3
9.2
Opportunity Identification
Average: 8.4
7.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Services
CI
I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
PK
My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
Seller Details
Company Website
Year Founded
1999
HQ Location
Beaverton, OR
Twitter
@PROLIFIQAPPS
523 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
(40)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Enterprise
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Revegy features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 9.3
    8.0
    Opportunity Identification
    Average: 8.4
    7.6
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Sajal G.
    SG
    The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
    Verified User in Computer Software
    UC
    Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Revegy
    Company Website
    Year Founded
    2005
    HQ Location
    Atlanta, GA
    Twitter
    @Revegy
    684 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Enterprise
  • 20% Mid-Market
Revegy features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 9.3
8.0
Opportunity Identification
Average: 8.4
7.6
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Sajal G.
SG
The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
Verified User in Computer Software
UC
Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
Seller Details
Seller
Revegy
Company Website
Year Founded
2005
HQ Location
Atlanta, GA
Twitter
@Revegy
684 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
(52)5.0 out of 5
2nd Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Starting at $10.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We unleash the power of Account Planning & Relationship Management from the comfort of your Salesforce. Drive revenue excellence with your entire team to optimize success Squivr's Relationship M

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 40% Small-Business
    • 37% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Squivr features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    9.7
    Opportunity Identification
    Average: 8.4
    9.9
    Playbooks
    Average: 8.4
    5.6
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Gary S.
    GS
    Automation of milestone creation from field updates or record creation. Read review
    Phillip H.
    PH
    This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Squivr
    Year Founded
    2018
    HQ Location
    Denver, CO
    Twitter
    @Squivr1
    165 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We unleash the power of Account Planning & Relationship Management from the comfort of your Salesforce. Drive revenue excellence with your entire team to optimize success Squivr's Relationship M

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 40% Small-Business
  • 37% Mid-Market
Squivr features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
9.7
Opportunity Identification
Average: 8.4
9.9
Playbooks
Average: 8.4
5.6
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Gary S.
GS
Automation of milestone creation from field updates or record creation. Read review
Phillip H.
PH
This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
Seller Details
Seller
Squivr
Year Founded
2018
HQ Location
Denver, CO
Twitter
@Squivr1
165 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
(134)4.5 out of 5
15th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CustomerSuccessBox features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.8
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    748 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.8
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
748 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 39% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kapta features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Tony R.
    TR
    Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
    Lindsay B.
    LB
    Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Kapta
    Year Founded
    2008
    HQ Location
    Boulder, CO.
    Twitter
    @kapta
    1,551 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 39% Small-Business
Kapta features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Tony R.
TR
Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
Lindsay B.
LB
Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
Seller Details
Seller
Kapta
Year Founded
2008
HQ Location
Boulder, CO.
Twitter
@kapta
1,551 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 27% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ambition features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.4
    9.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Eric W.
    EW
    The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
    MR
    i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ambition
    Year Founded
    2013
    HQ Location
    Chattanooga, Tennesse
    Twitter
    @AmbitionSales
    2,633 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    67 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 27% Enterprise
Ambition features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.4
9.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Eric W.
EW
The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
MR
i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
Seller Details
Seller
Ambition
Year Founded
2013
HQ Location
Chattanooga, Tennesse
Twitter
@AmbitionSales
2,633 Twitter followers
LinkedIn® Page
www.linkedin.com
67 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 63% Small-Business
    • 27% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kizen features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    7.9
    Opportunity Identification
    Average: 8.4
    6.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • WN
    Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
    Verified User in Marketing and Advertising
    AM
    Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    KIZEN
    Year Founded
    2018
    HQ Location
    Austin, Texas
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 63% Small-Business
  • 27% Mid-Market
Kizen features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
7.9
Opportunity Identification
Average: 8.4
6.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
WN
Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
Verified User in Marketing and Advertising
AM
Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
Seller Details
Seller
KIZEN
Year Founded
2018
HQ Location
Austin, Texas
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Boomerang AI agents are designed for B2B sales and marketing teams to unlock the untapped potential of their champion networks. It empowers these teams to easily identify, engage, and activate interna

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 74% Mid-Market
    • 15% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Boomerang features and usability ratings that predict user satisfaction
    9.6
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Information Technology and Services
    AI
    It helps us to identify the recent job changes and creating a seamless new revenue channel by turning past relationships into future deals. Read review
    Verified User in Computer Software
    EC
    Boomerang Discover helped us increase contact coverage across our accounts. From an average of 1–2 contacts per account, Boomerang enriched missing... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Boomerang
    Year Founded
    2020
    HQ Location
    San Francisco, US
    Twitter
    @GetBoomerangAI
    55 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Boomerang AI agents are designed for B2B sales and marketing teams to unlock the untapped potential of their champion networks. It empowers these teams to easily identify, engage, and activate interna

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 74% Mid-Market
  • 15% Small-Business
Boomerang features and usability ratings that predict user satisfaction
9.6
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Technology and Services
AI
It helps us to identify the recent job changes and creating a seamless new revenue channel by turning past relationships into future deals. Read review
Verified User in Computer Software
EC
Boomerang Discover helped us increase contact coverage across our accounts. From an average of 1–2 contacts per account, Boomerang enriched missing... Read review
Seller Details
Seller
Boomerang
Year Founded
2020
HQ Location
San Francisco, US
Twitter
@GetBoomerangAI
55 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MeetRecord is an AI-first revenue productivity platform that helps B2B sales teams ramp faster, close more deals, and coach smarter by turning every customer interaction into actionable insight. Bu

    Users
    • Customer Success Manager
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 40% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • MeetRecord is a tool that automatically records, transcribes, and analyzes sales and customer calls, providing detailed summaries and insights.
    • Reviewers frequently mention the convenience of automatic recording and transcription, the detailed and organized summaries, and the valuable insights provided by the tool, along with its ease of use and implementation, and responsive customer support.
    • Users reported issues with the user interface, particularly with navigation and search features, occasional difficulties in finding past calls, and some inconsistencies in the tool's ability to correctly identify speakers and transcribe names.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • MeetRecord features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    9.2
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    3.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2021
    HQ Location
    New Castle, US
    Twitter
    @meetrecordhq
    57 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MeetRecord is an AI-first revenue productivity platform that helps B2B sales teams ramp faster, close more deals, and coach smarter by turning every customer interaction into actionable insight. Bu

Users
  • Customer Success Manager
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 40% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • MeetRecord is a tool that automatically records, transcribes, and analyzes sales and customer calls, providing detailed summaries and insights.
  • Reviewers frequently mention the convenience of automatic recording and transcription, the detailed and organized summaries, and the valuable insights provided by the tool, along with its ease of use and implementation, and responsive customer support.
  • Users reported issues with the user interface, particularly with navigation and search features, occasional difficulties in finding past calls, and some inconsistencies in the tool's ability to correctly identify speakers and transcribe names.
MeetRecord features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
9.2
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
3.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Company Website
Year Founded
2021
HQ Location
New Castle, US
Twitter
@meetrecordhq
57 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
(464)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$65.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

    Users
    • President
    • Director
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 71% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipeliner CRM features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.4
    10.0
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Construction
    UC
    I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are... Read review
    Mike M.
    MM
    Pipeliner had a nice visual appeal and served us well for basic CRM tasks. As referenced by the name, the strongest feature was tracking sales... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    Los Angeles, CA
    Twitter
    @PipelinerCRM
    8,621 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    137 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

Users
  • President
  • Director
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 71% Small-Business
  • 22% Mid-Market
Pipeliner CRM features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.4
10.0
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Construction
UC
I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are... Read review
Mike M.
MM
Pipeliner had a nice visual appeal and served us well for basic CRM tasks. As referenced by the name, the strongest feature was tracking sales... Read review
Seller Details
Company Website
Year Founded
2007
HQ Location
Los Angeles, CA
Twitter
@PipelinerCRM
8,621 Twitter followers
LinkedIn® Page
www.linkedin.com
137 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Boxxstep is a Buyer Engagement and Enablement platform for sales teams in complex and enterprise sales. We complement your CRM by helping you focus on the buyers involved in the buying decision. We

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Boxxstep BRM features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Accounting
    CA
    Great tool for identifying the buyers and getting sales. Read review
    Verified User in Food & Beverages
    UF
    Boxxstep allows us to better capture buyer contact information which is beneficial for sales performance. It is organized in a way that allows our... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Boxxstep
    Year Founded
    2016
    HQ Location
    N/A
    Twitter
    @boxxstep
    63 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Boxxstep is a Buyer Engagement and Enablement platform for sales teams in complex and enterprise sales. We complement your CRM by helping you focus on the buyers involved in the buying decision. We

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Boxxstep BRM features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Accounting
CA
Great tool for identifying the buyers and getting sales. Read review
Verified User in Food & Beverages
UF
Boxxstep allows us to better capture buyer contact information which is beneficial for sales performance. It is organized in a way that allows our... Read review
Seller Details
Seller
Boxxstep
Year Founded
2016
HQ Location
N/A
Twitter
@boxxstep
63 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nurturev is a Revenue Intelligence Platform. We specialize in harnessing customer intent data to help businesses discover untapped revenue potential within their existing accounts. We identify expan

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nurturev features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Bhavuk P.
    BP
    Using Nurturev digital experience, we could transform our client engagement strategy & manage them effectively. I don't see a need of dedicated... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nurturev
    Year Founded
    2022
    HQ Location
    India
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nurturev is a Revenue Intelligence Platform. We specialize in harnessing customer intent data to help businesses discover untapped revenue potential within their existing accounts. We identify expan

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Nurturev features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
Bhavuk P.
BP
Using Nurturev digital experience, we could transform our client engagement strategy & manage them effectively. I don't see a need of dedicated... Read review
Seller Details
Seller
Nurturev
Year Founded
2022
HQ Location
India
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BeeCastle helps you maximize the potential growth of your existing clients using data-driven insights. Our tools leverage your PSA data (Connectwise, Autotask, or Halo) and Microsoft 365 data to easil

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • BeeCastle features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BeeCastle
    Year Founded
    2019
    HQ Location
    Sydney, New South Wales
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BeeCastle helps you maximize the potential growth of your existing clients using data-driven insights. Our tools leverage your PSA data (Connectwise, Autotask, or Halo) and Microsoft 365 data to easil

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
BeeCastle features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
BeeCastle
Year Founded
2019
HQ Location
Sydney, New South Wales
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Most Intuitive & Collaborative Sales Acceleration Platform on The Market

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Forecastable features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Jen G.
    JG
    Hard to call out what I like best because this tool is truly awesome for sales. It helps in prospecting... - SO MUCH easier and faster to add... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Orlando, FL
    Twitter
    @forecastable
    6 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Most Intuitive & Collaborative Sales Acceleration Platform on The Market

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Forecastable features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
Jen G.
JG
Hard to call out what I like best because this tool is truly awesome for sales. It helps in prospecting... - SO MUCH easier and faster to add... Read review
Seller Details
Year Founded
2018
HQ Location
Orlando, FL
Twitter
@forecastable
6 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool fo

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 70% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OrgChartPlus features and usability ratings that predict user satisfaction
    8.2
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    UC
    The ability to drag and drop names and create trees separate from each other when you don't know the exact hierarchy or connection points. Read review
    Verified User in Computer Software
    AC
    If used correctly the product can be a powerful tool to understand the hierarchy of an org. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    London, United Kingdom
    Twitter
    @SalesMethods
    467 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool fo

Users
No information available
Industries
  • Computer Software
Market Segment
  • 70% Mid-Market
  • 22% Small-Business
OrgChartPlus features and usability ratings that predict user satisfaction
8.2
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
The ability to drag and drop names and create trees separate from each other when you don't know the exact hierarchy or connection points. Read review
Verified User in Computer Software
AC
If used correctly the product can be a powerful tool to understand the hierarchy of an org. Read review
Seller Details
Year Founded
2009
HQ Location
London, United Kingdom
Twitter
@SalesMethods
467 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tinkery is a no-code Commercial Intelligence Platform built to revolutionize how sales, marketing, and RevOps teams manage and analyze their data. Designed specifically for SMBs and mid-market busines

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tinkery features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Tinkery
    Year Founded
    2024
    HQ Location
    Barcelona, ES
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tinkery is a no-code Commercial Intelligence Platform built to revolutionize how sales, marketing, and RevOps teams manage and analyze their data. Designed specifically for SMBs and mid-market busines

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Tinkery features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Tinkery
Year Founded
2024
HQ Location
Barcelona, ES
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upollo is on a mission to help subscription businesses grow. We provide real time insights on who is ready to convert, churn or expand and why so sales, customer success and product teams can take act

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upollo features and usability ratings that predict user satisfaction
    8.3
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • MS
    I noticed that Upollo has a good contact management solutions and I found it very easy to use. It was easy to create new contacts, assign them to... Read review
    GB
    What I enjoy about Upollo is the feature of looking for specific prospects across the board and on different social networks. This aspect can... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Upollo
    HQ Location
    Sydney, Australia
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Upollo is on a mission to help subscription businesses grow. We provide real time insights on who is ready to convert, churn or expand and why so sales, customer success and product teams can take act

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Upollo features and usability ratings that predict user satisfaction
8.3
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
MS
I noticed that Upollo has a good contact management solutions and I found it very easy to use. It was easy to create new contacts, assign them to... Read review
GB
What I enjoy about Upollo is the feature of looking for specific prospects across the board and on different social networks. This aspect can... Read review
Seller Details
Seller
Upollo
HQ Location
Sydney, Australia
LinkedIn® Page
www.linkedin.com