Best Web-Based Sales Software of 2026 - Page 37

Pitching is a crucial component for any business, as it directly influences growth and success. Nonetheless, it poses significant risks for startups, sales teams, and creative professionals alike. Since investors typically avoid signing NDAs, safeguarding your proprietary information becomes paramount. To address this, you can consolidate your materials in one central location. Pitchroom transforms your uploaded documents into a customized presentation format, ensuring secure login and watermarking to protect your intellectual property. You can enhance your pitch by incorporating your brand elements into your data room. Notifications will alert you whenever guests request access to your documents or enter your data room, allowing you to maintain control and monitor the process in real time. Additionally, you can foster engagement by using polls, surveys, and comment features that facilitate communication between the sender and receiver directly from the file, enriching the overall pitching experience. This interactive approach not only enhances your presentation but also promotes meaningful dialogue with potential investors.

Create a unique and interactive exit intent pop-up that is customizable and engaging for your website visitors. You have full control over the text and color schemes, allowing you to seamlessly integrate the design with your brand. Incorporate your company's logo to enhance branding and recognition. Define specific prizes that visitors can win, along with the chances of winning each one to create excitement. Gain valuable insights into the performance of Wheely Sales on your site, including how often it appears and the number of emails it captures. Collect essential details from your visitors, such as names, email addresses, and phone numbers, before they spin the wheel, and easily export this information whenever necessary. Wheely Sales is designed to be responsive, ensuring that your pop-up displays beautifully on any screen size, while its exit intent technology is optimized for mobile touch interactions, making it user-friendly across devices. This creates an enjoyable experience that encourages visitor engagement and maximizes conversion potential.

Empowering pharmaceutical sales and medical affairs teams through a user-friendly, efficient, and fully compliant digital platform is our mission. By accelerating sales, we ensure that the right content reaches the appropriate audience across various platforms while providing complete visibility into prospect interactions. We have integrated streamlined compliance from the very beginning of our design process. Our platform is compatible with Veeva Vault, Veeva CRM, and other widely used tools in the pharmaceutical industry. With our data-driven tools, you gain invaluable insights into how well your content performs. The seamless onboarding process allows teams to devote more time to sales and engaging with potential clients. Understanding the critical nature of compliance in your operations, MobileLocker simplifies the process significantly. Regardless of whether your team is using a mobile device, desktop, online, or offline, they can always access the most recent version of any asset you upload. Additionally, managing expiration dates and distribution for all your content is a breeze, ensuring that your team is always equipped with the latest information. In this fast-paced environment, having reliable access to up-to-date materials can lead to more successful interactions and outcomes.

Tenzo is an AI-driven Restaurant PerformanceOps platform that empowers restaurateurs to bring all their data—sales, labor, inventory, reviews, and external factors like weather and events—into a single, easy-to-use dashboard. The platform leverages machine learning to forecast demand accurately, enabling restaurants to optimize staffing and inventory levels in real time. Tenzo’s automated reporting system delivers essential business insights exactly when they’re needed, reducing manual reporting overhead and speeding up response times. Benchmarking tools help restaurant groups compare site performance, identify top performers, and replicate best practices across their portfolio. With over 70 integrations, Tenzo seamlessly connects with popular POS, labor, and inventory systems such as Lightspeed, Square, and Planday. The platform caters to businesses of all sizes—from single sites to large enterprises—providing tailored solutions to meet diverse operational needs. Tenzo also offers role-specific dashboards for CEOs, operations, finance, IT, and consultants, ensuring each team member gets the data most relevant to their role. Trusted globally, Tenzo helps restaurants transform data into actionable insights that drive growth and operational excellence.

Streamline is the world’s leading Supply Chain Planning Platform with Dynamic Simulation. We help companies make accurate decisions faster. Our product modules: Demand Forecasting - automatic demand forecasting by product and store. Forecasting seasonal and new products, holidays, promotions, and price elasticity. Inventory Planning - avoid unnecessary overstock while ensuring you have sufficient inventory levels to cover future demand on time. Production Planning - reduce the number of orders and save on transportation costs. Material Requirements Planning - plan of material requirements based on the demand forecasts of finished products and a bill of materials (BoM). Supply Planning - control over the entire supply chain. IBP (Integrated Business Planning) - account for calendar events like holidays and day-offs and promo events easily. Dynamic Simulation - use what-if scenarios to stress-test your supply chain. S&OP (Sales & Operations Planning) - align sales forecasts with operational plans across all departments within an organization. Inter-site Optimization - plan replenishment for a system of warehouses mixing distribution center function and direct supply in all combinations. AI Forecasting

With Pitch.Link, you can effortlessly generate a PitchFlow in under 15 minutes and share it with your warm leads, allowing for natural conversations that can boost your conversion rate by up to 20%. Users, including prospects, investors, and end-users, consistently report positive experiences with Pitch.Link. In just 15 minutes, you can send your inaugural pitch using our intuitive drag-and-drop interface. Craft a communication PitchFlow that effectively converts by utilizing your existing sales materials in any format, while also adding a personal touch through voice and video recordings for scalable personalization. If you require assistance with your first pitch or seek a session on tips and tricks, our team is ready to support you in maximizing Pitch.Link for improved lead conversion. Connect with potential customers who are eager to make a purchase, enhance your return on engagement, and elevate your closing rates. Pitch.Link is equipped with a comprehensive set of robust tools designed to simplify the buying process! Moreover, sales and marketing teams can collaborate seamlessly to develop engaging narratives that resonate with your prospects. Additionally, the platform's user-friendly features facilitate a smoother experience for both creators and viewers alike.

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Imagine a comprehensive solution that not only enhances lead capture on your website but also gathers leads from various content channels online. That solution is optinopoli™, which can be set up in mere seconds and allows you to initiate new campaigns in just a few minutes. With optinopoli™, the process of capturing, engaging, and converting leads into paying customers has become incredibly straightforward. Furthermore, you can begin capturing new leads at no cost today, without needing to provide any payment information, and you can continue using it for free indefinitely. When you're ready, upgrading is a breeze, giving you access to advanced business features designed to boost your sales revenue and maximize conversion rates. You can effortlessly launch high-conversion, fully responsive lead capture campaigns across your site and beyond. The available creative options include Lightboxes, Smart bars, Welcome Mats, Widgets, and Landing Mats, ensuring a variety of engaging formats. By intelligently analyzing where and when each lead is captured, you can provide tailored engagement that effectively turns leads into loyal customers, ultimately driving your business forward. This unique approach simplifies and revolutionizes your lead generation strategy.

Design self-service registration processes using any technology stack and scenario to streamline user onboarding effortlessly. Create the user interface, define the underlying logic, and automate the onboarding experience with minimal effort. You can develop sophisticated registration workflows that leverage any API-compatible authentication service, thereby allowing you to customize the entire sign-up procedure. Implement personalized server-side logic at various stages of the form—whether between steps, prior to submission, or following submission. Ensure data integrity, connect to any API-enabled service, and initiate various actions and automations based on user input. Facilitate seamless user sign-ins through an easy-to-use form that supports popular social login options like Google and Facebook, enabling users to authenticate with just a single click using their existing accounts. Integrate one-time payments and subscription models directly via Stripe by simply dragging the payment field into any stage of your form. Configuration is straightforward; simply input your Stripe account's keys and price ID, and manage subscription plans—including upgrades and downgrades—using our built-in actions to enhance the user experience further. This comprehensive approach not only simplifies the onboarding process but also empowers users with flexibility and ease during registration and payment.

The mobile application serves as a comprehensive portal for executives to utilize L Connectt while navigating their daily sales responsibilities on the go. Through this platform, sales representatives receive timely notifications, reminders, and essential communications related to their sales efforts. It seamlessly captures pertinent data concerning sales activities without interrupting the users' workflow. Additionally, the Apple Watch functions as an extension of the app, streamlining the execution of sales tasks. This allows for simple actions to be quickly completed and recorded, significantly minimizing the need for manual data entry. Furthermore, browser access offers in-depth analytics and reporting capabilities. Managers are empowered to create, schedule, and disseminate sophisticated business intelligence directly from this portal. The system supports multi-centered process cycles adaptable to various industries, products, or market conditions. AI-driven lead and process assignment ensures optimal conversion rates and maximized sales revenue. Users can also monitor real-time insights into optimal work practices, resource availability, and achievement of targets, enhancing overall productivity. This multifaceted approach ultimately fosters a more efficient sales environment.

Fullcast Pay transforms how companies manage commissions by automating calculations, workflows, and reporting. Leaders can use its built-in dashboards and reporting engine to track payouts, monitor performance, and catch anomalies before they escalate. Reps are empowered with real-time access to their commissions and performance metrics, reducing disputes and improving motivation. Automated workflows replace days of manual work, making compensation faster, more reliable, and less stressful for finance and sales ops teams. Fullcast Pay adapts instantly to territory changes, quota updates, and new plan structures without disrupting the sales process. Every payout is backed by compliance with SOC 2 and GDPR standards, ensuring sensitive data remains secure. Its flexible pricing model scales as your business grows, offering cost-effective value at every stage. By cutting commission processing from weeks to hours, Fullcast Pay drives efficiency, accuracy, and growth across sales organizations.

Socxo, a leading platform for Brand Advocacy, helps brands to build, manage and measure social media advocacy. Socxo assists businesses to build influencers in their employees and generate organic reach for content marketing efforts. Social media influence can be used to attract, engage and empower your employees, fans, and partners. This will allow you to be your best brand ambassadors.

Automated monitoring and notifications for price alterations ensure you stay informed. Utilize a unified platform to oversee all performance metrics seamlessly. In-depth analytics assist you in identifying lucrative market prospects. An AI-driven repricing solution tailors an optimal approach specifically for your needs. Relevant pricing information is conveniently delivered in a structured feed format. Employ sorting options and filters to gain thorough perspectives on your competitors’ pricing strategies. Effortlessly match countless products and evaluate them based on selected criteria. Each product is accompanied by comprehensive statistics showcased on an intuitive dashboard. With our rule-based repricing software, you can eliminate uncertainty by making informed pricing choices that give you an edge over rivals. The tool offers extensive customization, allowing you to establish your own criteria for top-selling items and other product categories. Discover which retailers stock the item and obtain organized data in spreadsheet format. Our catalog tracking feature reveals the fluctuations in reseller inventory over specified timeframes. Additionally, you can modify prices based on the availability of products, considering both your inventory and that of your competitors. This capability enables you to remain competitive in a dynamic market environment.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Quickly access direct contact numbers of professionals while exploring their social media profiles by installing our Chrome Extension with just a single click. Once you visit any profile on social media, obtaining the direct contact number becomes effortless. Locating direct mobile numbers of potential clients can be daunting, but this Chrome extension simplifies the process to a single click. You can test the tool with five complimentary contacts, and if you want additional access, consider upgrading to a paid plan that guarantees 100% accuracy. Discovering phone numbers is no longer a daunting task; the EasyLeadz Chrome Extension is here to help. We provide a 100% accuracy guarantee on our contact information, partnering with leading payment companies to ensure your safety and security during transactions. All billing details are securely managed through our payment processing partner, which adheres to the highest standards in the payment industry. We stand out as the only tool offering a 100% accuracy assurance* on our contact data, ensuring you only pay for fully verified information, making your outreach efforts smoother and more effective. With our service, you can confidently connect with prospects, knowing you have reliable data at your fingertips.

Utilize Gmail to send bulk emails that land in the primary inbox instead of the promotions tab or spam folder, and monitor your campaign's performance in real-time through Google Sheets. Stop the tedious process of sending emails one by one; instead, streamline your efforts by launching mail merge campaigns directly from Gmail using Yet Another Mail Merge (YAMM). Begin by setting up a Google Sheet containing your mailing list, with the option to automatically import contacts from Google Contacts for convenience. After selecting an email template, draft your message by writing the content and subject line, adding personal touches, and saving your work. Then, return to Google Sheets, activate Yet Another Mail Merge, and dispatch your emails. You will have the ability to track critical metrics such as open rates, click-throughs, replies, and bounces, providing insight into future outreach strategies. This method allows you to effectively send tailored email campaigns through Gmail, utilizing saved templates as needed. Ultimately, personalize your subject lines, email content, hyperlinks, images, and attachments to ensure your communications are as engaging and persuasive as possible. By following these steps, you can enhance your email marketing efforts significantly.

Influx Marketing Dashboard, a software designed for healthcare, is the best choice for sales and marketing automation software for some of America's most successful medical or surgical practices. Influx MD offers powerful marketing and sales features at an affordable price. It includes integrated customer relationship management (CRM), lead managing, email marketing, secure forms and education, as well as lead management.

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

Influence is a dynamic social proof tool designed to enhance your ability to convert leads and increase sales effectively. The features of Influence have been meticulously developed based on thorough research and customer feedback, ensuring they significantly boost conversion rates before being made available to all users. The process is straightforward: first, you need to install the pixel; next, create a campaign; and finally, relax while you keep track of the results. With this simple approach, users can easily leverage social proof to drive their business growth.

Heptaward is a comprehensive Content Management System (CMS) designed for screens, enabling users to effortlessly create and showcase automated, professional content specifically for digital signage. With the innovative "app store," users can seamlessly generate signage from a variety of sources including existing applications, social media feeds, videos, and graphics. Your new content will instantly stream on your connected TVs, eliminating the need for time-consuming manual updates. Additionally, you can design unique and visually appealing signage by utilizing our extensive collection of templates. Enhance audience interaction by incorporating engaging features such as surveys, quizzes, and collaborative brainstorming sessions for a more dynamic experience. This user-friendly platform transforms the way you engage with your viewers, making digital signage more accessible than ever.

Imagine a device resembling a black box that connects directly to a wall outlet. Once plugged in and powered on, it seamlessly integrates qualified leads with a history of interactions into your 1CRM system on a continuous basis while it operates. Additionally, it offers insights and visualizations regarding which client communications yield the highest engagement, allowing the system to enhance its effectiveness over time. This is the capability that Lead Guerrilla offers to your business. If you're just starting out with CRM and marketing automation, you might find yourself wondering whether you need one system, the other, or both. For many companies, 1CRM satisfies their marketing automation needs for the time being. However, as your business evolves and the competitive landscape becomes more advanced, you might discover the necessity for enhanced marketing tools to keep pace with growth and innovation. Thus, understanding your current requirements and anticipating future demands is crucial for sustained success.

A comprehensive Lead Generation and Sales Intelligence platform designed specifically for B2B Sales and Marketing teams. - Discover new potential clients - Access complete profiles along with verified email addresses - Leverage your network to connect with a broader range of prospects - Tap into additional accounts through your team's collective connections - Enhance your marketing database - Enjoy a 95% accuracy guarantee on email addresses Identify potential clients, obtain complete profile details with verified email addresses, and utilize shared contacts. Transform cold outreach into warm connections by engaging prospects through your team’s established network across diverse professional and social platforms. Convert any piece of data into detailed profile information, allowing you to execute highly focused and personalized marketing strategies. Jumpstart your lead generation efforts with tailored lists featuring key decision-makers such as Founders, CEOs, CxOs, VPs, and Directors at rapidly growing companies. Our Email Concierge Service will create a custom lead list that meets your specific needs and preferences, ensuring that you reach the right individuals effectively.

Call Recording Each call made is automatically recorded and saved within the contact record of the Sales Sling Lead Management System. These recordings can be easily searched through our reporting tools and agent call history features, allowing you to swiftly locate, download, or flag calls for sharing with agents or other team members for the purposes of coaching or evaluation. This functionality is seamlessly integrated into the call workflow, making outcome tracking a natural part of your agents' routines. The call center dashboard includes predetermined disposition buttons, enabling agents to effortlessly select an outcome at the end of a call, which then moves the contact to the appropriate stage in your sales pipeline. You can also include multiple participants for demos or meetings, and the system allows for whispering guidance to agents during calls without the client’s awareness, as well as taking over control of a call when necessary. This feature is particularly invaluable for the training of new team members, enhancing their learning experience and confidence. Furthermore, the user-friendly interface ensures that both seasoned and novice agents can navigate the system with ease, maximizing productivity and effectiveness.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

Coaching Loft is a state-of-the-art online coaching management platform, thoughtfully designed to serve the nuanced demands of coaches, leaders, managers, and coaching clients seeking an integrated and effective coaching experience. The platform boasts an impressive suite of features aimed at enhancing the coaching practice, including: Appointment scheduling Video conferencing Goal Setting and Tracking Session Note Taking Assignments and Accountability Feedback and Assessment Tools Resource Sharing Customizable Templates Secured Communication Contract Management Billing and Payments and many more features.... Coaching Loft emerges as a comprehensive solution for coaching management, equipped with the necessary tools to make the coaching experience as smooth, engaging, and impactful as possible. With its blend of organizational, developmental, and administrative features, Coaching Loft is an invaluable asset for coaches aiming to elevate their sessions and drive meaningful growth and development for their clients.