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Top Free Lead-to-Account Matching and Routing Software

Check out our list of free Lead-to-Account Matching and Routing 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 Lead-to-Account Matching and Routing Software to ensure you get the right product.

View Free Lead-to-Account Matching and Routing 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.
23 Lead-to-Account Matching and Routing Products Available
(8,842)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Apollo.io
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.

    Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 68% Small-Business
    • 28% 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.
    • Apollo.io is a tool designed to integrate with other software to streamline workflows, allowing users to import and export data, track interactions with prospects, and generate leads.
    • Users frequently mention the ease of searching client data, the effectiveness of the filters in creating targeted lists, and the affordability of both the free and paid versions.
    • Reviewers noted occasional inaccuracies in contact data, outdated or incorrect email addresses or phone numbers, and a user interface that can feel clunky when managing large lists.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Apollo.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    8.7
    Priority Matching
    Average: 8.9
    8.2
    Capping
    Average: 8.3
    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
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    1,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 68% Small-Business
  • 28% 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.
  • Apollo.io is a tool designed to integrate with other software to streamline workflows, allowing users to import and export data, track interactions with prospects, and generate leads.
  • Users frequently mention the ease of searching client data, the effectiveness of the filters in creating targeted lists, and the affordability of both the free and paid versions.
  • Reviewers noted occasional inaccuracies in contact data, outdated or incorrect email addresses or phone numbers, and a user interface that can feel clunky when managing large lists.
Apollo.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
8.7
Priority Matching
Average: 8.9
8.2
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
1,574 employees on LinkedIn®
(153)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 46% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • RevenueHero features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.7
    Priority Matching
    Average: 8.9
    9.2
    Capping
    Average: 8.3
    4.9
    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
    EI
    Such an easy-to-use and easy-to-implement solution. We were switched over from Calendly in about an afternoon. We wanted CRM-based routing as well... Read review
    Nicholas O.
    NO
    We've been using this lead routing tool for a while now, and I can confidently say it’s one of the best decisions we’ve made for our sales process.... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2021
    HQ Location
    Claymont, US
    Twitter
    @RevenueHero
    319 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 46% Small-Business
RevenueHero features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
9.7
Priority Matching
Average: 8.9
9.2
Capping
Average: 8.3
4.9
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Technology and Services
EI
Such an easy-to-use and easy-to-implement solution. We were switched over from Calendly in about an afternoon. We wanted CRM-based routing as well... Read review
Nicholas O.
NO
We've been using this lead routing tool for a while now, and I can confidently say it’s one of the best decisions we’ve made for our sales process.... Read review
Seller Details
Company Website
Year Founded
2021
HQ Location
Claymont, US
Twitter
@RevenueHero
319 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®

This is how G2 Deals can help you:

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(316)4.3 out of 5
13th Easiest To Use in Lead-to-Account Matching and Routing software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

    Users
    • Salesforce Administrator
    • Marketing Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 19% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ZoomInfo Operations features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.1
    Priority Matching
    Average: 8.9
    8.8
    Capping
    Average: 8.3
    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
  • Richa S.
    RS
    For me the best thing about Zoominfo was it's ability to clean and dedupe the data instantly. The increased data quality also increased my email... Read review
    Sadan  S.
    SS
    It makes the customer lifecycle very easy for businesses like us. We have been using it for incresing our sales revenue by increasing thhe number... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,648 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,352 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

Users
  • Salesforce Administrator
  • Marketing Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 19% Small-Business
ZoomInfo Operations features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.1
Priority Matching
Average: 8.9
8.8
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Richa S.
RS
For me the best thing about Zoominfo was it's ability to clean and dedupe the data instantly. The increased data quality also increased my email... Read review
Sadan  S.
SS
It makes the customer lifecycle very easy for businesses like us. We have been using it for incresing our sales revenue by increasing thhe number... Read review
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,648 Twitter followers
LinkedIn® Page
www.linkedin.com
4,352 employees on LinkedIn®
(2,395)4.7 out of 5
Optimized for quick response
7th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Calendly
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.

    Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

    Users
    • Owner
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 28% 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.
    • Calendly is a scheduling tool that automates availability and time zone coordination, integrates with various calendars and platforms, and allows users to customize meeting types and booking questions.
    • Reviewers frequently mention the ease of use, seamless integration with calendars and platforms, time-saving features, and the professional feel it adds to the scheduling process.
    • Users mentioned limitations in customization options, especially on the free plan, occasional confusion with time zones, and some features not being intuitive or user-friendly.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Calendly features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.1
    Priority Matching
    Average: 8.9
    8.1
    Capping
    Average: 8.3
    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
    Seller
    Calendly
    Company Website
    Year Founded
    2013
    HQ Location
    Atlanta, Georgia
    Twitter
    @Calendly
    21,476 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    549 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

Users
  • Owner
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 28% 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.
  • Calendly is a scheduling tool that automates availability and time zone coordination, integrates with various calendars and platforms, and allows users to customize meeting types and booking questions.
  • Reviewers frequently mention the ease of use, seamless integration with calendars and platforms, time-saving features, and the professional feel it adds to the scheduling process.
  • Users mentioned limitations in customization options, especially on the free plan, occasional confusion with time zones, and some features not being intuitive or user-friendly.
Calendly features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.1
Priority Matching
Average: 8.9
8.1
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Calendly
Company Website
Year Founded
2013
HQ Location
Atlanta, Georgia
Twitter
@Calendly
21,476 Twitter followers
LinkedIn® Page
www.linkedin.com
549 employees on LinkedIn®
(45)4.5 out of 5
12th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The early bird gets the sale. Filter match, and route leads to the right salesperson instantly. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and

    Users
    No information available
    Industries
    • Restaurants
    • Computer Software
    Market Segment
    • 87% Mid-Market
    • 9% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LeadAngel features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.3
    8.5
    Priority Matching
    Average: 8.9
    7.8
    Capping
    Average: 8.3
    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
  • Pattie R.
    PR
    Taking the time to understand our business needs, very collaborative, and quick to respond. We use Salesforce with this Software. Read review
    Verified User in Information Technology and Services
    AI
    This app has been very effective and easy, simple to set up and use. We are using free-version getting what we need Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LeadAngel
    Year Founded
    2018
    HQ Location
    Sunnyvale, US
    Twitter
    @Theleadangel
    175 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    38 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The early bird gets the sale. Filter match, and route leads to the right salesperson instantly. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and

Users
No information available
Industries
  • Restaurants
  • Computer Software
Market Segment
  • 87% Mid-Market
  • 9% Small-Business
LeadAngel features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.3
8.5
Priority Matching
Average: 8.9
7.8
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Pattie R.
PR
Taking the time to understand our business needs, very collaborative, and quick to respond. We use Salesforce with this Software. Read review
Verified User in Information Technology and Services
AI
This app has been very effective and easy, simple to set up and use. We are using free-version getting what we need Read review
Seller Details
Seller
LeadAngel
Year Founded
2018
HQ Location
Sunnyvale, US
Twitter
@Theleadangel
175 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
(53)4.7 out of 5
4th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$650.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Small-Business
    • 36% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Default features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.7
    Priority Matching
    Average: 8.9
    9.5
    Capping
    Average: 8.3
    6.0
    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
  • Liam M.
    LM
    Default replaces the need to buy multiple tools (data enrichment, lead routing, automated demo scheduling, automated workflows) and makes life far... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Default
    Year Founded
    2021
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Small-Business
  • 36% Mid-Market
Default features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
9.7
Priority Matching
Average: 8.9
9.5
Capping
Average: 8.3
6.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Liam M.
LM
Default replaces the need to buy multiple tools (data enrichment, lead routing, automated demo scheduling, automated workflows) and makes life far... Read review
Seller Details
Seller
Default
Year Founded
2021
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
(42)4.8 out of 5
10th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 50% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Syncari features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.6
    Priority Matching
    Average: 8.9
    8.9
    Capping
    Average: 8.3
    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
  • John M.
    JM
    The fact that Syncari can be operated by a "business technologist" is one of the best features of this product. While many members of my team have... Read review
    Peter L.
    PL
    Syncari makes it very easy to create new tables and sync/merge application data to them. It takes care of all the connection, api, rate limit,... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Syncari
    Year Founded
    2019
    HQ Location
    Newark, California
    Twitter
    @syncari
    230 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 50% Mid-Market
  • 43% Small-Business
Syncari features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
9.6
Priority Matching
Average: 8.9
8.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
John M.
JM
The fact that Syncari can be operated by a "business technologist" is one of the best features of this product. While many members of my team have... Read review
Peter L.
PL
Syncari makes it very easy to create new tables and sync/merge application data to them. It takes care of all the connection, api, rate limit,... Read review
Seller Details
Seller
Syncari
Year Founded
2019
HQ Location
Newark, California
Twitter
@syncari
230 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
(63)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

    Users
    • President
    Industries
    • Marketing and Advertising
    • Insurance
    Market Segment
    • 79% Small-Business
    • 21% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Retreaver features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    10.0
    Priority Matching
    Average: 8.9
    10.0
    Capping
    Average: 8.3
    2.5
    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 Marketing and Advertising
    AM
    Retreaver's staff is extremely responsive and address any question we have in less time then competitors we’ve used before. The way data is passed... Read review
    Verified User in Staffing and Recruiting
    AS
    The Retreaver team is very easy to get a hold of & extremely helpful. They take the time to get to know your business and provide recommendations... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Retreaver
    Company Website
    Year Founded
    2012
    HQ Location
    Toronto, Canada
    Twitter
    @helloretreaver
    1,438 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

Users
  • President
Industries
  • Marketing and Advertising
  • Insurance
Market Segment
  • 79% Small-Business
  • 21% Mid-Market
Retreaver features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
10.0
Priority Matching
Average: 8.9
10.0
Capping
Average: 8.3
2.5
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Marketing and Advertising
AM
Retreaver's staff is extremely responsive and address any question we have in less time then competitors we’ve used before. The way data is passed... Read review
Verified User in Staffing and Recruiting
AS
The Retreaver team is very easy to get a hold of & extremely helpful. They take the time to get to know your business and provide recommendations... Read review
Seller Details
Seller
Retreaver
Company Website
Year Founded
2012
HQ Location
Toronto, Canada
Twitter
@helloretreaver
1,438 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
(156)4.5 out of 5
18th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 34% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tray.ai features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.4
    Priority Matching
    Average: 8.9
    8.3
    Capping
    Average: 8.3
    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
  • Andrew B.
    AB
    I love that it's so easy to get workflows going. A simple workflow could be running in 5 minutes. Or if you want to go nuts, you can map out an... Read review
    William K.
    WK
    Tray strikes an excellent balance between ease of use and technical prowess. If you have some basic understanding of coding principles and can... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Tray.io
    Year Founded
    2012
    HQ Location
    San Francisco, CA
    Twitter
    @tray
    3,126 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    148 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 34% Small-Business
Tray.ai features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.4
Priority Matching
Average: 8.9
8.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Andrew B.
AB
I love that it's so easy to get workflows going. A simple workflow could be running in 5 minutes. Or if you want to go nuts, you can map out an... Read review
William K.
WK
Tray strikes an excellent balance between ease of use and technical prowess. If you have some basic understanding of coding principles and can... Read review
Seller Details
Seller
Tray.io
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@tray
3,126 Twitter followers
LinkedIn® Page
www.linkedin.com
148 employees on LinkedIn®
(68)4.5 out of 5
14th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management,

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 40% Mid-Market
    • 34% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fullcast features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.3
    7.6
    Priority Matching
    Average: 8.9
    7.3
    Capping
    Average: 8.3
    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
  • Roy D. M.
    RM
    I really like this software because it allows me to integrate it with the entire sales process of your business, it also allows you to validate all... Read review
    AM
    Simple integration to marketo/salesforce and excellent support from Bryan Goodson and team. We use it for assigning leads to SDR's post marketing... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fullcast
    Year Founded
    2017
    HQ Location
    Redmond, Washington
    LinkedIn® Page
    www.linkedin.com
    126 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management,

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 40% Mid-Market
  • 34% Small-Business
Fullcast features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.3
7.6
Priority Matching
Average: 8.9
7.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Roy D. M.
RM
I really like this software because it allows me to integrate it with the entire sales process of your business, it also allows you to validate all... Read review
AM
Simple integration to marketo/salesforce and excellent support from Bryan Goodson and team. We use it for assigning leads to SDR's post marketing... Read review
Seller Details
Seller
Fullcast
Year Founded
2017
HQ Location
Redmond, Washington
LinkedIn® Page
www.linkedin.com
126 employees on LinkedIn®
(117)4.1 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    D&B Connect (the next generation of D&B Optimizer) is an AI-driven Data Management Platform based on the D&B Cloud that provides businesses with customer data and market insights. With D&a

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 29% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • D&B Connect features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.3
    8.5
    Priority Matching
    Average: 8.9
    6.3
    Capping
    Average: 8.3
    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
  • NC
    Million of data available in directory. Ease of use and simple interface, hassel free experience. Hubspot integration working very smoothly. Read review
    NK
    Large amount database, magnificient experience with platform. Useful filter help to find relevant data from the directory. Ease to use and smooth... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Short Hills, NJ
    Twitter
    @DunBradstreet
    21,938 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,645 employees on LinkedIn®
    Ownership
    NYSE: DNB
Product Description
How are these determined?Information
This description is provided by the seller.

D&B Connect (the next generation of D&B Optimizer) is an AI-driven Data Management Platform based on the D&B Cloud that provides businesses with customer data and market insights. With D&a

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 29% Small-Business
D&B Connect features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.3
8.5
Priority Matching
Average: 8.9
6.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
NC
Million of data available in directory. Ease of use and simple interface, hassel free experience. Hubspot integration working very smoothly. Read review
NK
Large amount database, magnificient experience with platform. Useful filter help to find relevant data from the directory. Ease to use and smooth... Read review
Seller Details
Company Website
HQ Location
Short Hills, NJ
Twitter
@DunBradstreet
21,938 Twitter followers
LinkedIn® Page
www.linkedin.com
5,645 employees on LinkedIn®
Ownership
NYSE: DNB
(111)4.5 out of 5
Optimized for quick response
9th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Plauti keeps your CRM data accurate, complete, and ready for business. Verify, deduplicate, manipulate, and assign records automatically so your teams can trust their data and act fast. Because w

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 54% Mid-Market
    • 36% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Plauti features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    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
  • DE
    We recently performed a mass migration from another CRM and used Duplicate Check, which was incredibly valuable and time-saving in terms of our... Read review
    RH
    The ease of use, the quick processing time even with hundreds of thousands of records, and the tools and ability to have our end users participate... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Plauti
    Company Website
    Year Founded
    2011
    HQ Location
    Arnhem, Netherlands
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Plauti keeps your CRM data accurate, complete, and ready for business. Verify, deduplicate, manipulate, and assign records automatically so your teams can trust their data and act fast. Because w

Users
No information available
Industries
No information available
Market Segment
  • 54% Mid-Market
  • 36% Small-Business
Plauti features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
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
DE
We recently performed a mass migration from another CRM and used Duplicate Check, which was incredibly valuable and time-saving in terms of our... Read review
RH
The ease of use, the quick processing time even with hundreds of thousands of records, and the tools and ability to have our end users participate... Read review
Seller Details
Seller
Plauti
Company Website
Year Founded
2011
HQ Location
Arnhem, Netherlands
LinkedIn® Page
www.linkedin.com
56 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.

    Clodura.AI is an GenAI-powered sales prospecting platform. It helps you generate highly targeted sales-qualified leads. You get unlimited access to clean B2B prospect data of more than 600 million con

    Users
    • CEO
    • Founder
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 71% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clodura.AI features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.3
    8.3
    Priority Matching
    Average: 8.9
    8.1
    Capping
    Average: 8.3
    6.8
    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
  • Jesus Enrique C.
    JC
    It´s easy to use, and the free version offers a lot of filters when you´re prospecting. Read review
    Aarti G.
    AG
    Qwikmail, free forever plan, getting read notifications Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clodura
    Year Founded
    2015
    HQ Location
    Baner, Pune, IN
    Twitter
    @Clodura
    564 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    95 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clodura.AI is an GenAI-powered sales prospecting platform. It helps you generate highly targeted sales-qualified leads. You get unlimited access to clean B2B prospect data of more than 600 million con

Users
  • CEO
  • Founder
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 71% Small-Business
  • 22% Mid-Market
Clodura.AI features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.3
8.3
Priority Matching
Average: 8.9
8.1
Capping
Average: 8.3
6.8
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Jesus Enrique C.
JC
It´s easy to use, and the free version offers a lot of filters when you´re prospecting. Read review
Aarti G.
AG
Qwikmail, free forever plan, getting read notifications Read review
Seller Details
Seller
Clodura
Year Founded
2015
HQ Location
Baner, Pune, IN
Twitter
@Clodura
564 Twitter followers
LinkedIn® Page
www.linkedin.com
95 employees on LinkedIn®
(173)4.7 out of 5
Optimized for quick response
11th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$1.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Insycle is a powerful and intuitive solution that keeps your CRM data clean, accurate, and organized. Insycle integrates with HubSpot, Salesforce, Pipedrive, and more, giving users the power to ac

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Insycle features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Priority Matching
    Average: 8.9
    7.8
    Capping
    Average: 8.3
    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
  • OK
    I love how Insycle allows for many automated data management processes which are locked behind quite expensive HubSpot Hubs. This is a much cheaper... Read review
    Rachel S.
    RS
    We heavily use the deduplication/merge duplicates functions. We can set up our own criteria to find duplicates and dedcide what properties we want... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Insycle
    Company Website
    Year Founded
    2016
    HQ Location
    New York
    Twitter
    @insycle
    284 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Insycle is a powerful and intuitive solution that keeps your CRM data clean, accurate, and organized. Insycle integrates with HubSpot, Salesforce, Pipedrive, and more, giving users the power to ac

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 44% Small-Business
Insycle features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.0
Priority Matching
Average: 8.9
7.8
Capping
Average: 8.3
9.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
OK
I love how Insycle allows for many automated data management processes which are locked behind quite expensive HubSpot Hubs. This is a much cheaper... Read review
Rachel S.
RS
We heavily use the deduplication/merge duplicates functions. We can set up our own criteria to find duplicates and dedcide what properties we want... Read review
Seller Details
Seller
Insycle
Company Website
Year Founded
2016
HQ Location
New York
Twitter
@insycle
284 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
(1,338)4.6 out of 5
Optimized for quick response
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.

    Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Int

    Users
    • Customer Success Manager
    • Account Executive
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 53% Small-Business
    • 46% 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.
    • Avoma is a tool that integrates with video conferencing platforms to record, transcribe, and summarize meetings, and also offers AI-generated summaries and analytics.
    • Reviewers like Avoma's seamless integration with Zoom and other tools, its ability to capture and summarize key points from meetings, and its user-friendly interface that simplifies scheduling and post-meeting reviews.
    • Users experienced occasional minor bugs due to the platform's rapid iteration, inaccuracies in transcription especially with suboptimal audio quality, and some found the AI-generated summaries to be superficial or missing key points.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Avoma features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.3
    7.9
    Priority Matching
    Average: 8.9
    6.9
    Capping
    Average: 8.3
    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
    Seller
    Avoma
    Company Website
    Year Founded
    2017
    HQ Location
    Palo Alto, California
    Twitter
    @AvomaInc
    387 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    59 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Int

Users
  • Customer Success Manager
  • Account Executive
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 53% Small-Business
  • 46% 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.
  • Avoma is a tool that integrates with video conferencing platforms to record, transcribe, and summarize meetings, and also offers AI-generated summaries and analytics.
  • Reviewers like Avoma's seamless integration with Zoom and other tools, its ability to capture and summarize key points from meetings, and its user-friendly interface that simplifies scheduling and post-meeting reviews.
  • Users experienced occasional minor bugs due to the platform's rapid iteration, inaccuracies in transcription especially with suboptimal audio quality, and some found the AI-generated summaries to be superficial or missing key points.
Avoma features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.3
7.9
Priority Matching
Average: 8.9
6.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Avoma
Company Website
Year Founded
2017
HQ Location
Palo Alto, California
Twitter
@AvomaInc
387 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Gradient Works, we provide dynamic book management software for B2B revenue teams. Dynamic book management is a new approach to sales territory design that dynamically allocates accounts to reps ba

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 18% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Gradient Works features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.6
    Priority Matching
    Average: 8.9
    9.4
    Capping
    Average: 8.3
    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
  • Stephen L.
    SL
    - Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
    John S.
    JS
    Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    Austin, US
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Gradient Works, we provide dynamic book management software for B2B revenue teams. Dynamic book management is a new approach to sales territory design that dynamically allocates accounts to reps ba

Users
No information available
Industries
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 18% Enterprise
Gradient Works features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
9.6
Priority Matching
Average: 8.9
9.4
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Stephen L.
SL
- Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
John S.
JS
Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
Seller Details
Year Founded
2020
HQ Location
Austin, US
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sweep is the first agentic workspace for Salesforce and HubSpot, built to keep your systems as agile as your business. It brings business and technical teams into one visual workspace, where AI agents

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sweep features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.3
    9.4
    Priority Matching
    Average: 8.9
    9.0
    Capping
    Average: 8.3
    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
  • Emma H.
    EH
    UI enhancements for my reps make them happy and make me look great :) Read review
    Alen A.
    AA
    Making the changes I need is always straightforward Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Sweep
    Year Founded
    2021
    HQ Location
    New York, US
    Twitter
    @sweep_io
    20 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sweep is the first agentic workspace for Salesforce and HubSpot, built to keep your systems as agile as your business. It brings business and technical teams into one visual workspace, where AI agents

Users
No information available
Industries
  • Computer Software
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Sweep features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.3
9.4
Priority Matching
Average: 8.9
9.0
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Emma H.
EH
UI enhancements for my reps make them happy and make me look great :) Read review
Alen A.
AA
Making the changes I need is always straightforward Read review
Seller Details
Seller
Sweep
Year Founded
2021
HQ Location
New York, US
Twitter
@sweep_io
20 Twitter followers
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
(1,504)4.2 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$14.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cirrus Insight is a type of productivity and meeting automation solution designed to help users enhance their Salesforce experience by integrating seamlessly with Gmail and Outlook. This tool is speci

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 37% 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.
    • Cirrus Insight is a tool that integrates with Salesforce and email platforms to streamline sales pipeline management, email syncing, and scheduling.
    • Reviewers frequently mention the seamless integration with Salesforce and email platforms, the ability to track client interactions, and the convenience of scheduling features.
    • Users reported occasional glitches and slow load times, difficulties in finding settings, and a lack of integration with certain aspects of the sales pipeline.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cirrus Insight features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.3
    6.7
    Priority Matching
    Average: 8.9
    5.0
    Capping
    Average: 8.3
    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
    2011
    HQ Location
    Irvine, CA
    Twitter
    @cirrusinsight
    3,243 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.

Cirrus Insight is a type of productivity and meeting automation solution designed to help users enhance their Salesforce experience by integrating seamlessly with Gmail and Outlook. This tool is speci

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 37% 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.
  • Cirrus Insight is a tool that integrates with Salesforce and email platforms to streamline sales pipeline management, email syncing, and scheduling.
  • Reviewers frequently mention the seamless integration with Salesforce and email platforms, the ability to track client interactions, and the convenience of scheduling features.
  • Users reported occasional glitches and slow load times, difficulties in finding settings, and a lack of integration with certain aspects of the sales pipeline.
Cirrus Insight features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.3
6.7
Priority Matching
Average: 8.9
5.0
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Company Website
Year Founded
2011
HQ Location
Irvine, CA
Twitter
@cirrusinsight
3,243 Twitter followers
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Demodesk Scheduling is a robust scheduling automation platform for customer meetings. It is built for teams that handle many leads and need to distribute meetings efficiently to their salespeople. I

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 88% Mid-Market
    • 13% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Demodesk Scheduling features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.3
    9.2
    Priority Matching
    Average: 8.9
    8.3
    Capping
    Average: 8.3
    5.0
    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
  • ML
    I love how intuitive it is and how you can see not only your availability but also that of your colleagues. Custom meeting link generation for... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Demodesk
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @demodesk
    258 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Demodesk Scheduling is a robust scheduling automation platform for customer meetings. It is built for teams that handle many leads and need to distribute meetings efficiently to their salespeople. I

Users
No information available
Industries
No information available
Market Segment
  • 88% Mid-Market
  • 13% Small-Business
Demodesk Scheduling features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.3
9.2
Priority Matching
Average: 8.9
8.3
Capping
Average: 8.3
5.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
ML
I love how intuitive it is and how you can see not only your availability but also that of your colleagues. Custom meeting link generation for... Read review
Seller Details
Seller
Demodesk
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@demodesk
258 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Distribution Engine, developed by NC Squared, is a market leading, fully native application for routing and assigning work in Salesforce®. It can be used to distribute: Leads and Opportunities to your

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 40% Mid-Market
    • 30% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Distribution Engine features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    8.3
    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
  • Ashley M.
    AM
    I've implemented Distribution Engine at my previous employer and now for my current employer. Both experiences have been fantastic working with the... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    London, England
    Twitter
    @NCSquared1
    694 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Distribution Engine, developed by NC Squared, is a market leading, fully native application for routing and assigning work in Salesforce®. It can be used to distribute: Leads and Opportunities to your

Users
No information available
Industries
No information available
Market Segment
  • 40% Mid-Market
  • 30% Small-Business
Distribution Engine features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
0.0
No information available
0.0
No information available
8.3
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Ashley M.
AM
I've implemented Distribution Engine at my previous employer and now for my current employer. Both experiences have been fantastic working with the... Read review
Seller Details
Year Founded
2011
HQ Location
London, England
Twitter
@NCSquared1
694 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Caddie helps companies book more meetings from their website by making it easy for buyers to schedule a call. The personalized flow allows companies to qualify leads then route them to the right acc

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Caddie features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    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
  • Gustav K.
    GK
    The flow is so well designed that it makes scheduling a demo a breeze. They capture the email first, allow people to schedule a suitable slot, and... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Caddie
    Year Founded
    2021
    HQ Location
    Toronto, CA
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Caddie helps companies book more meetings from their website by making it easy for buyers to schedule a call. The personalized flow allows companies to qualify leads then route them to the right acc

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Caddie features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
Gustav K.
GK
The flow is so well designed that it makes scheduling a demo a breeze. They capture the email first, allow people to schedule a suitable slot, and... Read review
Seller Details
Seller
Caddie
Year Founded
2021
HQ Location
Toronto, CA
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.

    Kubaru is a native Salesforce application designed to optimize the way teams distribute leads, cases and all other standard and custom objects. Whether you're a sales manager seeking to increase pipel

    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
  • Kubaru 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
    Kubaru
    Year Founded
    2016
    HQ Location
    Beaverton, US
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kubaru is a native Salesforce application designed to optimize the way teams distribute leads, cases and all other standard and custom objects. Whether you're a sales manager seeking to increase pipel

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
Kubaru 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
Kubaru
Year Founded
2016
HQ Location
Beaverton, US
LinkedIn® Page
www.linkedin.com
5 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.

    OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment scheduling and digital engagement solutions that adapt to their customers’ preferences in

    Users
    No information available
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 73% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OnceHub features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    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
  • Kabir J.
    KJ
    It is free for 25 users which is great for small teams and non-commercial projects. We were able to greatly streamline appointment booking with it.... Read review
    Abina  H.
    AH
    Easy to use. Not complicated for customers to schedule a meeting. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    OnceHub
    Year Founded
    2006
    HQ Location
    Claymont, DE
    Twitter
    @OnceHub
    1,401 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    187 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnceHub helps organizations big and small to fast-track sales and streamline service delivery with appointment scheduling and digital engagement solutions that adapt to their customers’ preferences in

Users
No information available
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 73% Small-Business
  • 15% Mid-Market
OnceHub features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
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
Kabir J.
KJ
It is free for 25 users which is great for small teams and non-commercial projects. We were able to greatly streamline appointment booking with it.... Read review
Abina  H.
AH
Easy to use. Not complicated for customers to schedule a meeting. Read review
Seller Details
Seller
OnceHub
Year Founded
2006
HQ Location
Claymont, DE
Twitter
@OnceHub
1,401 Twitter followers
LinkedIn® Page
www.linkedin.com
187 employees on LinkedIn®