Alternatives to Scratchpad
Compare Scratchpad alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Scratchpad in 2025. Compare features, ratings, user reviews, pricing, and more from Scratchpad competitors and alternatives in order to make an informed decision for your business.
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1
incentX
incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives. -
2
Skynamo
Skynamo
Skynamo is the only all-in-1 Field Sales Software for manufacturers, wholesalers and distributors. It enables reps to accurately prioritize their account visits, plan their route and day in the most efficient and effective way possible, seamlessly recall and track all client communications, and streamline onsite information gathering and order submission. For management, they gain insight into where their reps are spending their time, what roadblocks are being faced in the field so they can coach around them, and what is leading to success in the field so they can spread that to the entire team. Skynamo sits on top of your accounting, inventory, or ERP solution to provide the sales team with a solution tailored to their day-to-day.Starting Price: $50/User/Month -
3
Repsly
Repsly
Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world. -
4
Rallyware
Rallyware
Rallyware transforms every seller into a top performer with one platform personalizing smart to-dos, learning, and engagement activities – right in the flow of work. Rallyware makes the seller more proactive and engaged using of-the-moment activities tailored just for them, based on their goals, progress, and real-time company KPIs. Every activity on Rallyware’s handheld platform engages the seller while ramping up their sales productivity. Global retailers like Fleet Feet use Rallyware to drive sales +140%, while noted brands like Nike, Casio, and Tupperware trust this platform to be an AI copilot for their sellers, guiding them in everything from learning & development and onboarding to sales incentives. In addition to Rallyware’s highly personalized and gamified experience for sellers, leaders love the platform because it provides actionable intelligence on seller behaviors, reduces operational overhead, and generates measurable business outcomes with cutting-edge AIStarting Price: $60,000/year -
5
SPOTIO
SPOTIO
Increase Activity, Set More Appointments, And Drive Revenue With Less Effort. The Spotio Mobile App Helps Your Reps Stay Productive And Organized In The Field. This Gives You The Visibility You Need To Improve Field Sales Performance And Get Real-Time Data. Keep your reps organized with appointments, tasks, routes, sales activities, and lead notes all in one place. Get automated data entry so your field reps can be more focused and productive in the field. -
6
MaxIQ
MaxIQ
MaxIQ is a customer journey management platform designed to optimize revenue generation through enhanced sales, success, and RevOps integration. By using AI-driven insights, it allows teams to forecast with accuracy, streamline customer interactions, and boost collaboration across departments. MaxIQ’s features include automated data capture, real-time visibility into customer activities, and intelligent deal prioritization. With powerful tools for managing pipelines, tracking usage data, and automating workflows, it enables businesses to improve productivity, reduce administrative tasks, and accelerate sales cycles.Starting Price: $$ -
7
Weflow
Weflow
Weflow points out revenue leaks in real-time to take action and fix issues before they impact your forecasts. Weflow provides deal signals that make it easy to keep your pipeline on track. Full visibility into risks, next steps and activities help guide reps to closed-won. Configure automations to get real-time alerts and smart views on your rep’s pipeline in your inbox or Slack channels. Weflow’s pipeline management provides deal insights, alerts, and signals to keep your deals on track. Gain complete visibility into risks, next steps, and activities to help guide reps to closed-won. Reps increase win rate by 11-16% using Weflow. Weflow enables managers to inspect pipeline health quickly and makes it easy for reps to forecast with confidence. Weflow customers achieve 92% forecasting accuracy improving Salesforce data quality, and process compliance.Starting Price: $39 per user per month -
8
Siro
Siro
Put an AI sales coach in every rep’s pocket. Unlock missing revenue with AI and record face-to-face sales conversations. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and where reps are missing opportunities. To start recording and transcribing, reps tap one button in the app or directly from their lock or home screen. Enable auto-split to tap record once all day and let Siro isolate and separate your sales conversations, and Siro never drains your battery. Within seconds of a lost conversation, reps can access top examples from their peers on better handling the key moments of your sales process. Works offline and online, with an internet connection, your recordings are transcribed and analyzed in seconds. Siro's AI analyzes compares both what you say and how you say it to identify where you're missing out on revenue.Starting Price: Free -
9
Salesforce Spiff
Salesforce
Let Spiff save you from hours spent every month in finicky spreadsheets. Improve quality and provide your reps with personalized, real-time commission portals. Along the way we’ll work together to boost sales by up to 10%. Our commission engine is both simple and powerful. How? It’s modular so you can combine 5 simple concepts to create any plan you want. We support flat, tiered, accelerator, override plans, and hundreds more. Out of the box, Spiff connects with all of your commission systems: ERP, payments, and payroll. Machine learning matches records for you and eliminates errors between systems. With the Spiff True-Up Guarantee, if you can find an error we’ll pay you back double. The only constant of commissions is change. Backtest new rules against real data, model new plans, and optimize, baby, optimize! Spiff will make smarter and smarter recommendations tool. We’re impatient too! We want you to get the value of Spiff ASAP.Starting Price: Free -
10
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
11
SalesRabbit
SalesRabbit
SalesRabbit is a sales enablement service that’s built around a mobile app. The app helps sales teams assign areas, track their progress, make the best decisions in the field, and constantly get better at their craft. It has all the tools salespeople want, from lead tracking to DataGrid, which enables them to target the best prospects and know everything about a potential customer before they even knock on the door. Most importantly, they work personally with your company to make sure you’re getting the results you need.Starting Price: $25 per user per month -
12
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.">
Starting Price: $50 per user per month -
13
Cien
Cien
Cien’s Deal intelligence works by analyzing every deal attribute and the skill and behavioral rank of the rep working on it. After comparing millions of deals including your company’s past win-rate performance, we surface a true AI win rate probability in real-time. Reliably managing dozens of spreadsheets is better left to an advanced AI. Influenced by expert sales and marketing executives. Designed and implemented by data scientists. Trust by Fortune 500 companies. Your rigorous and impossibly precise sales and marketing analysis is finally here. Cien’s AI-first platform uses sophisticated AI and ML to gain a holistic understanding of your sales and marketing processes within 72 hours of CRM access, even if your data is not perfect. We take care of all the hard calculations to free up your time for analysis and action. -
14
SalesTrendz
SalesTrendz
Simple awesome business software that people love to use. Not just software, it’s more like a companion on the path to your success. A software that takes away stress and brings happiness at work! If Field Force is Critical for your Business, SalesTrendz can Help you Re-invent it. SalesTrendz Manages your Field Team Attendance and Distribution through a Single Software. Watch your sales executives perform. Track their performance against targets. Do away with reports calls & emails, Have all customer-facing activities in one place. Track orders returns, visits, feedback and every sales activity on the go. Keep a watch over your sales executives as they visit customers and distributors. SalesTrendz has success stories across diverse business and industries which have sizeable field teams spread across geographies. SalesTrendz caters to both product and service industries with its industry-specific customized modules.Starting Price: $10 per month -
15
SalesPresenter
BlueAlligator
How can you sell smarter? SalesPresenter integrated with your ERP system means that your sales team have up-to-date, relevant information (including stock availability). Your sales reps can now have unlimited catalogues right at their fingertips. Once a sales order is taken it is automatically fed into your ERP system, avoiding wasteful admin time and costly mistakes. Accurate Figures. Up-to-date stock figures so reps can be certain that order lines will be fulfilled. Styling Module. Purchase the styling module to enable beautifully presented products. User-Friendly Sales reps love the system with its easy to use interface (and it’s multilingual). Works Offline. You can still take orders at tradeshows or on the road and upload orders as soon as there’s Wi-Fi. Frees Time. Focus on more important tasks instead of 2 weeks processing orders after every tradeshow. Professional. Show products professionally without using calculators and paper catalogs. -
16
Perenso Field Sales
Perenso
Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales provides a customizable and intuitive order screen to improve customer conversations and allow up-selling and quick order entry enabling your reps to sell better in the field. Other features include store checks, content management & sharing, customer targeting, route planning, objectives, ranking & ranging, integrations, and reporting & analytics. -
17
Numerik
Numerik
Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution. -
18
Geopointe
Geopointe
Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. See For Yourself, Mapping made simple – Real Simple. Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. Who is Geopointe for? SALES: Schedule trips and optimize routes; Check-in and log meetings notes; Fill in meeting cancellations. Features: Unlock the where in your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can locate any Salesforce data, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geopointe will give you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed.Starting Price: $45 per user per month -
19
Xvoyant
Xvoyant
apidly Identify and Prioritize each rep's areas for improvement. Conduct the entire coaching process inside Salesforce, Xvoyant's intuitive setup connects to your existing sales stages and hierarchies. Quickly connect with success drivers in minutes with intuitive drill-down and "what if" filters. Xvoyant gives you objectively measured outcomes against process points in a way that removes emotion or defensiveness. It transforms historical Salesforce activity data into a predictive modeling tool. This allows leaders to maximize efficiency by focusing on the rep that most value and respond to coaching. Xvoyant uses machine learning and data science to give you a clearer understanding of where every deal REALLY is in your pipeline. Configure stage stage verifiers to track each deal's key inflection points to ensure progression and completion. Xvoyant provides one consistent platform to plan, schedule, document and track coaching sessions and goals. -
20
Field Sales Connect
Damco Solutions
Built on the Salesforce Platform, Field Sales Connect is a field sales management software that allows organizations to boost the efficiency of their field sales operations. It helps centralize the field activity and offers useful insights to maximize field sales potential. The software combines features like intelligent automation, real-time tracking, and seamless information flow, and gives leaders the opportunity to dramatically increase sales. Field Sales Connect improves the efficiency of sales reps and helps managers with the following: Assign leads to the appropriate resources Monitor operational performance and KPIs in real-time; Consolidate data from various systems Respond to lead inquiries Manage knowledge bases or assets Track and maximize travel reimbursements Work together remotely on various territories Field Sales Connect enables firms to build a competitive and productive sales culture and reduce lead leakage brought on by inadequat -
21
TaskEye
Uffizio
TaskEye, the best task management system which is the best part to enhance your company environment and productivity than ever. Actually, work productivity is the key to success in any business. TaskEye gives the opportunity to access task and a to-do list at any time, from anywhere. In short, it becomes your task manager and helps to manage work in real-time. Task management software includes project management, field staff real-time tracking, task status, task summary with notes, images and recordings. TaskEye is a complete Task Management Software that will keep an eye on the employer’s daily allotted tasks. It works as an employee monitoring system which is supported with all GPS tracker. -
22
Saleswise
Saleswise
Saleswise automatically presents your team’s messages, meetings, documents & CRM changes into your inbox. Interpret it easily. Take action immediately. Today’s complex B2B sales processes involve multiple touch-points throughout the enterprise. However, these contacts are rarely captured comprehensively. Instead, they’re locked away in individual inboxes and calendars. SalesWise aggregates the many-to-many relationship and provides a 360-degree view of customer interactions to drive collaboration across teams. SalesWise automatically connects to Salesforce and email environments ensuring seamless customer hand-offs. No matter how your team or your customer changes, all your data is neatly and instantly accessible for those who need it most. Deliver key relationship data access to the rest of the enterprise to keep your team productive and focused. No more email CCs and Forwards or internal catch-ups on the status of your team’s deals. Align the enterprise without per-seat fees.Starting Price: $500 per month -
23
Dear Lucy
Dear Lucy
We have worked with hundreds of sales teams and know what they need. We fetch the most popular sales metrics from Pipedrive, HubSpot or Salesforce and visualize them in interactive, user-friendly dashboards. You can also bring in custom data fields from your CRM to complement the standard data sets. Dear Lucy brings your chosen metrics to one, simple view that is easy to use, always available and always up-to-date. Dear Lucy’s goal engine allows you to define sales targets in a flexible way, and monitor progress in real-time. Dear Lucy compares actuals to targets and shows red and green lights to illustrate where you are on target and where you are behind. This makes it super-easy to see how your team is doing at a glance. You can define goals for sales activities, revenue, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep or pipeline.Starting Price: €149 per month -
24
UPWARD
UPWARD
By providing an intuitive mobile app for sales people working in the field, we can turn every customer contact point into a corporate asset and realize DX in the sales field. Turn customer contact into analyzable data and turn it into corporate assets. Find a winning pattern and create a reproducible sales organization. By linking location information and customer information and eliminating the hassle of clerical work, we maximize the time to face customers. By connecting in a cloud environment with perfect security, we will realize a direct bounce and a work style that can be used anywhere. Many companies, mainly major companies, are realizing digital transformation of their sales organizations, from manufacturing / wholesale, finance, information services, construction / real estate, and local governments. We believe that "easy operation" is the most important for a system that is truly utilized at the sales floor.Starting Price: $21.68 per user per month -
25
Intelisale
Intelisale
Client-centric, cross-platform B2B sales tool runs on any mobile device (smartphone, tablet) or web browser. It enables sales representatives to plan, suggest, organize, make instant orders, and track personal and organizational goals. It speeds up and simplifies the entire order management process – from approving orders and customizing offers to various reporting and customization options. It is created to support both field sales reps and sales reps taking orders behind a desk. Advanced sales-route planning with built-in GPS acts as a personal assistant for every field sales rep. The algorithm suggests the fastest driving route in real-time and generates a monthly calendar with visiting frequency, visit duration, and route sustainability. Managers have complete oversight of all field sales activities. -
26
VisitEye
VisitBasis
Field activity management software for businesses with outside sales reps, merchandisers, or retail auditors. Track your field reps customer visits through an app on their smartphones. View reps GPS positions and know the time they check-in at each location. Plan and optimize your customer rounds to save time. Record your mileage and business expenses. Take and share photos and notes during your visits. Reduce or even eliminate off-hours reporting. Track your field sales reps and see when they check-in at each location. Collect timesheet information. Receive accurate records of their business expenses and mileage. Validate their movements with GPS and get photo reports and visit notes. Nothing to install on your computer - easy-to-use browser application. Customer rounds can be confusing both for field reps and supervisors. Visiting several locations every day can lead into smaller profits due to the time and fuel used in addition to lost sales opportunities.Starting Price: $15 per user per month -
27
Visdum
Visdum
Design and automate your sales comp plan tailored to your SaaS business needs, incentivizing the metrics that matter. Make smart business decisions backed by simple, clean data & accurate payouts. Achieve higher productivity & sales performance aided by automated and spreadsheet-free calculations. Design fair & effective comp plans based on evolving business needs, motivating your team to do their best. Get a 360-level breakdown of your sales commissions in real time & unlock your true earning potential. With just a few clicks, integrate any data source, while maintaining data integrity. Auto-sync data with real-time sync or customize a schedule. Ditch downloading endless reports, get all your data in one single place in real time. Save hundreds of hours as your data gets automatically synced to your ERP or CRM, ensuring data hygiene. System-notified reminders to ensure that your commission structures stay up-to-date. -
28
Wingmate
Wingmate
Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.Starting Price: $17 -
29
Aptology
Aptology
You have dashboards to tell you what – but do you know why? The difference between top organizations and bottom performing organizations lies in the answer to that question. Your people are your competitive advantage, and understanding them unlocks performance. Good leaders spend countless hours managing performance; trying to understand what’s driving performance, what different employees need in changing environments, what training works, and performance reporting tasks. Great leaders have that data and routinely help their organizations leverage that knowledge. What if you could take half the energy spent by your teams and focus it on what matters? What would that do for them, and for the organization? People are the lifeblood of the business – but we know more about prospects than we do people.Starting Price: $499 per month -
30
Sales Sling
Sales Sling
Call Recording Every call that is made is automatically recorded and stored on the contact record within the Sales Sling Lead Management System. Calls are also searchable through our reporting and agent call history features, so you have the ability to easily find, download or flag a call and share it with the agent or other team members for coaching or review. Built into the call making workflow, outcome tracking will become an intuitive and second nature for your agents. Predetermined disposition buttons are incorporated into the call center dashboard and at the end of a call your agent must simply click on an outcome and a contact will move into the appropriate bucket of your sales pipeline. Conference in as many people as you need to for a demo or meeting. Allows you to whisper into the ear of an agent during a call without the client hearing and to take over a call if necessary. This is invaluable when training new talent.Starting Price: $49.99 per user per month -
31
StayinFront RDI Field View
StayinFront RDI
StayinFront RDI Field View® build a smarter field force with a multi-platform application which directs field sales teams to the biggest opportunities in every store they visit. It generates daily, store level alerts with root-cause analysis to enable the team to focus on improving on-shelf availability and promotional execution. We have talented data scientists and software developers working closely with CPG (Consumer Packaged Goods) industry experts. We’re so much more than clever generalists – we really understand the issues facing brands in their challenging relationships with retailers, and it shows in our solutions. We generate insights which are actionable in many parts of the business – by Field Sales teams, Key account Managers and Customer Marketing teams. We also know that engaging a solution provider is a big deal in any business. That’s why we offer a short ‘Proof of Concept’ phase allowing you to construct the business case for engaging our team of experts. -
32
VoiceLine
VoiceLine
Radically easy field documentation, clustered into actionable data. VoiceLine is field sales intelligence made easy. Work with a voice to capture any field interaction in seconds. Use AI to bring data-driven decision-making to your sales team. Capture any field interaction with your voice. Simply tap, speak, and let our AI extract key data points. Recording a VoiceLine is 7x faster than typing and is available while on the move. Save any insight or observation that comes to your mind in the field, and let VoiceLine process it right into your CRM structure. Document anything with just your voice. VoiceLine is hands-free so you can record anywhere with one click. Make hours of commuting time productive by working with voice, in the car, or anywhere else. Make the outcome of every field interaction actionable. Our AI structures and extracts crucial business data from VoiceLines you record. Smart Reports are fully customizable in a few clicks.Starting Price: Free -
33
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
34
The Field
Kriit Technologies
The Field is a Salesforce-integrated mapping and route optimization app designed for sales teams, canvassers, fundraisers, and political campaigns. It helps users create efficient walking and driving routes, manage territories, and track team performance in real time through a customizable, mobile-friendly interface. By simplifying route planning and providing powerful analytics, The Field boosts productivity and reduces time spent on administrative tasks. This solution supports seamless integration with Salesforce workflows and APIs, making it easy to incorporate into existing systems.Starting Price: $29 per user per month -
35
Trigerz
Trigerz
Trigerz platform is a 100% Salesforce Native application that helps your sales teams stay on top of their revenue generating tasks by driving the right behaviors, so managers and executive can focus on coaching and executing against strategy. Trigerz are notifications created by an event, scenario or action. These can then be pushed out to your teams as insights to drive the correct behavior whether you are calling, managing opportunities or prioritizing tasks.Starting Price: £35 -
36
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
37
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
38
Klenty
Klenty
Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.Starting Price: $30 per user per month -
39
MySalesDialerPro
FieldWorkMobility
MySalesDialerPro is an enterprise class inside sales app utilized by thousands of businesses worldwide! The sales reps are no longer confined to office walls/cubicles and perform only inside sales job instead they prefer to be on the field doing live interactions with the clients, at the same time they want powerful smart phone app to carry on all the aspects of inside sales and CRM. MySalesDialerPro Mobile Application: Offers Powerful Mobile CRM with ton of features, Powerful Auto-Dialer (with various modes and templates covering delivery of sms, mms, email, audio, video and document during call prospecting), Geo-Tracking, Intuitive Reporting with automatic capturing of every action, Financial and Accounting module. The app is fully integrated with salesforce.com and MySalesDialer.com dashboards for reps and managers.Starting Price: $9.99/month/user -
40
eOrder Sales App
Dycode Software
eOrder Sales App is a perfect Sales App for Consumer Packed Goods companies. Also, for any field sales teams, who are working on tasks. -
41
emFace
Mobiant
emFace is a market leading mobile and cloud-based Retail Execution Solution. It allows retail brands with their own stores to improve retail execution and gain visibility into how their stores are operated. Sales, Compliance and District Managers armed with our branded mobile apps can more effectively plan their days, view store performance data, fill in audit forms and assign tasks to store managers. In addition, consumer goods companies that sell through channels like department stores and supermarkets can also better manage their salespeople, merchandisers and promotors. By enabling each of them with a company-branded mobile app, they can easily track trade promotion effectiveness in the field, check stock, inventory and price levels at stores, capture and annotate photos of anything they see in the field while also capturing order information in the field. Finally, management can view real-time reports and dashboards directly in Salesforce.com for more detailed follow-up. -
42
Map My Customers
Map My Customers
The new way to manage your field data and sales team. We are the tool purpose-built for outside sales. Map My Customers increases your field productivity and uncovers team activity — wherever you are. Visualize Sales Opportunities. Easily define and assign territories to your sales reps to - automatically distribute leads and customers from your CRM or spreadsheets. Strategically visualize which of your geographic areas or accounts are performing the best with sales and heat mapping. Target More of the “Right” Prospects. Find nearby sales opportunities while on the road with our mobile lead generator. Search for customers by product type, salesperson or territory. Personalize your sales team’s prospecting with sales funnel visualization. Automate Everyday Sales Tasks. Optimize route planning and mapping with Smart Routing. Sales teams save on average 30% in fuel cost and 1-2 days back in windshield time each month.Starting Price: $50 per month -
43
Pathlight
Pathlight
In just a few steps, you can empower dozens, hundreds, or even thousands of teammates to move faster and hit their goals. We integrate seamlessly with Salesforce, Zendesk, Outreach, Stella Connect, and many other applications. Leverage dozens of templates or create your own custom goals with Pathlight's powerful metric creation workflows. Because Pathlight intelligently builds your org chart, you can roll out your goals in minutes. In every office, in every country, get everyone managing against the same information. In one click, you can celebrate your team’s wins or provide targeted individual coaching. Performance data is automatically embedded in every message. See a team member falling behind? Supporting them is easy with our 20+ customizable coaching templates. Make your 1:1s more productive with our pre-set agenda templates. -
44
SalesEyes
SalesEyes
Access and edit your customer data anytime, anywhere. View and edit client information as well as orders, product range, communication history, including calls, meetings and notes. Easily input field sales information and manage product service order lifecycle. Daily activities are automatically scheduled for each salesman, based on your preferences. Scheduled activities appear on the calendar and map. Access product description, pictures, tech specifications, promotions, news and other product related information on the field. Includes product showcase planning and catalogue. Keep your team up-to-date with instant messages and alerts. Our merchandising forms and questionnaires seamlessly fit to your specific business needs. Seamlessly record any errors, discrepancies and feedback on the spot using custom forms.Starting Price: $3.50/month/user -
45
TrackoField
TrackoBit
Drive your field operations on the fuel of big data. Enhance field visibility and automate task management with a field employee tracking app. Managing field employees effortlessly is possible with the right technological aid. TrackoField’s field employee monitoring software specializes in managing field staff for you. Allocate tasks to field staff based on their proximity to the task site, matching skill sets and availability with the field employee management app. Now effortlessly plan, assign, and track tasks on the move. Auto task reminders, file sharing, voice notes, and self-allocation of tasks come in handy for optimal productivity. Enjoy automated salary computation and transparent reimbursement processing as per working hours, leaves, and expenses updated on the field employee tracking app. Managing overheads, reimbursements, and remunerations is part of field staff management. TrackoField simplifies it all with an in-app expense management tool. -
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Outfield
Outfield
Outfield makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices. Here's how an Inc 500 company uses Outfield to manage visits & increase sales. Too many enterprises make sales decisions with little information about their market. You don't have to be one of them. Outfield helps you unlock crucial trends that are taking place in your market domains, ensuring that you’re making smarter business decisions...from shelf compliance to sales tactics to regional pricing. Anything. With your team's geo-tagged visits, meetings, pictures, notes and reports all in your pocket, now you can have peace of mind knowing how your field reps are executing. Additionally, provide feedback instantly and effectively to increase the chances that set goals are reached. -
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Comarch Mobile Sales Force
Comarch
Comarch Mobile Sales Force application provides sales representatives with a dedicated set of tools designed to help them with their everyday tasks such as scheduling and preparing sales visits, carrying out in-store sales processes, creating detailed work plans, reporting visits/calls, and many more. Available for iOS and Android, it is a technologically advanced, ready-to-use platform that gives sales reps instant access to their customers' data - and one that allows them to better understand their clients' needs. No matter your sales channel or industry - Traditional Trade, Modern Trade, HoReCa, Pharmaceutical, Construction, or any other - Comarch Sales Force application can improve your sales effectiveness. You can count on that. The app allows you to easily schedule and register a meeting with a customer. The layout of the visit and its elements are defined by the business administrator on the client's side and adjusted to a specific client work model. -
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Canvass
Canvass
True visibility for sales reps and sales managers from the first customer interaction to installation. Canvass keeps the sales rep from having to dive into the CRM while giving them and sales managers complete visibility into deal flow and the metrics behind it to help drive more productive sales teams. Coach is a mobile sales training and team collaboration tool that keeps your distributed teams connected and performing with decentralized training and communication. Compete is a competitive sales platform that facilitates 1 to 1, team to team, and company wide sales competitions, including round robin, battle royale, bracket style and more. Your team works hard to find and keep customers. The tools you use should work as hard as you do. Canvass gives you complete visibility of every phase of your sales activity, allowing you to make better, more informed decisions and to instill accountability within your sales team. -
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Geo Rep
Geo Rep
Geo Rep is an all-in-one field sales management solution that is suitable for multiple industries and any company that has sales, promotional, merchandising or field service teams in the field and a product or service being sold. We are the link between the office and the field. Geo Rep enables field staff with clear planning, optimized direction, tasks, critical insights, easy ways to do admin and improved sales process. The work that field staff does is available both live and by automated aggregated reporting for management which allows for fast, information based decision making as well as coaching opportunities. The result is better execution, decisions, customer service and engagement > Smash Sales Targets!Starting Price: $29 per user per month -
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jLAN Mobile Sales
jLAN Technologies
Need a turnkey mobile sales, delivery and route accounting solution? jLAN Mobile has a solution you’ll swear we built just for you. Our software makes pre-sales, route accounting and direct store delivery models easy to manage. Thanks to seamless integration with most ERP platforms, there won’t be any major adoption hurdles. Industry-specific customizations let you build out your software to suit your specific needs. jLAN Mobile provides route accounting, mobile sales, direct store delivery and full-service sales software for field agents. Our first and only mission is to empower businesses and their field sales teams so they can remain agile, productive and, maybe most importantly, satisfied with the work they do. Pre-sales reps are always busy! They potentially make dozens of customer stops on a daily basis. jLAN Mobile lets your reps quickly meet customer demand and make more sales calls with real-time inventory visibility plus access to customer data and historical order info.Starting Price: $69 per month