Altify

Aviso

Chorus AI

Salesloft

InsightSquared

Chorus AI is a powerful conversation intelligence tool that revolutionizes the way revenue teams approach their sales meetings. Its state-of-the-art technology enables businesses to identify and replicate the best practices of their top performing reps. Chorus AI uses advanced algorithms to capture and analyze all customer engagements across various communication channels such as phone calls, video meetings, and email. This data-driven platform provides valuable insights that can help sales teams optimize their strategies and hit their targets more consistently. With Chorus AI, businesses can unlock the secrets to successful customer engagement and drive revenue growth like never before.

Chorus AI Alternatives and Competitors. Best Alternatives for Chorus AI are ClientSuccess, Zoho CRM, InsightSquared, ActiveCampaign, & BoostUp

Chorus AI Alternatives & Competitors - Nov 2025

Chorus AI, the cutting-edge conversational intelligence platform, harnesses the power of artificial intelligence to capture and analyze all customer engagements across calls, meetings, and emails. Its aim is to empower companies by providing valuable insights into customer interactions, enabling them to drive revenue, optimize customer service, and better understand their customers&#39; needs.

To revolutionize the way sales teams, operate, Chorus offers real-time transcription and analysis of sales meetings. By allowing immediate review and analysis of customer interactions after each meeting, this functionality empowers sales teams to identify areas for improvement and take actionable steps to enhance their performance.

Furthermore, Chorus goes beyond mere transcription and analysis by providing call recording functionality. This feature proves particularly invaluable for customer service teams as it facilitates the quick identification and resolution of customer issues, leading to overall improvements in customer satisfaction.

An additional strength of Chorus lies in its integration capabilities, seamlessly connecting with existing infrastructures. Through this integration, companies can leverage the power of every customer interaction, gaining a comprehensive view of their customer relationships. Moreover, Chorus automatically captures and syncs contacts and communications from the field to the CRM, offering a unified view of all customer interactions.

One of the most impactful aspects of Chorus is its ability to provide insights into the complete relationship history for each contact or company. This invaluable feature empowers companies to refine their outreach efforts based on past interactions, enabling them to personalize their approach for each individual customer.

Undoubtedly, Chorus AI emerges as a powerful tool for companies seeking to gain deep insights into customer interactions and enhance their sales and customer service processes. With its real-time transcription and analysis capabilities, call recording functionality, integration capabilities, and holistic view of customer relationships, Chorus stands out as a must-have tool for any company looking to drive revenue and elevate customer satisfaction to new heights.

Benefits of Chorus AI​​​​​​​

<ul>
	<li>Sales Call Analysis: Can transcribe and analyze sales calls in real-time. This helps to identify strengths, weaknesses, and areas for improvement in sales calls to enhance performance and win more deals.</li>
	<li>Sales Enablement: Chorus AI&#39;s provides sales enablement feature by offering insights and recommendations that help reps to better understand customer needs and optimize their sales pitch.</li>
	<li>Deal Intelligence: Captures and analyzes every customer interaction, uncovering key insights and trends that enable sales reps to make more informed decisions when it comes to deal negotiations.</li>
	<li>Forecasting Intelligence: By analyzing customer interactions across calls, meetings, and emails, Chorus AI provides forecasting intelligence that drives more accurate sales forecasts and better-informed decision-making.</li>
	<li>Proactive Deal Recommendation: As a result of its real-time, AI-driven analysis, Chorus AI is able to offer proactive deal recommendations based on historical data and insights. This helps sales reps to stay ahead of the curve and boost their chances of closing more deals.</li>
</ul>

With regards to pricing, Chorus AI have not disclosed its pricing publicly yet, however it offers a free demo that you can request by reaching out to their sales team via chat, email or phone. For pricing details, you can contact their sales team. Coming to integration, Chorus AI integrates with several third-party applications such as Slack, Google Workspace, Zoom Meetings, Salesforce sales cloud, GoTo Meeting, and many others.

Provides real-time coaching and feedback during customer engagements to improve sales performance.

Real-time enablement

Helps sales teams to identify areas for improvement and provides insights to enhance customer engagement.

Pipeline Management

Records all customer interactions, allowing sales teams to review and enhance their performance.

Call Recording

Help sales teams to understand customer interactions, identify patterns, and improve their sales techniques.

Analytics and Reporting

Analyzes customer interactions which helps to identify key insights that can improve sales performance.

Conversation Intelligence

Allows you to track and identify your website traffic and growth of our overall business.

Website Visitor Tracking

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Chorus AI Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Chorus AI Alternatives

Chorus AI Pricing and Packages For 2025

Chorus AI is one of the highly rated software from Sales category. Know the best features of Chorus AI that are rated by the highest no. of users.

Chorus AI Reviews and Ratings - Nov 2025

Chorus AI is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Chorus AI features and it’s benefits

About Chorus AI - Overview and Features

Gainsight’s Customer Success Software is an essential tool for any business that wants to improve its customer acquisition and retention rates. 


Gainsight Alternatives and Competitors. Best Alternatives for Gainsight are DemandFarm, Kapta, CustomerSuccessBox, Altify, & People AI

Gainsight Alternatives & Competitors - Nov 2025

Gainsight&rsquo;s Customer Success and Product Experience Software is a cloud-based platform that helps companies to manage their customer success and product experience. This includes everything from understanding how customers interact with your products, to resolving issues or complaints. The software also provides insights into how users are using your products, what problems they&#39;re experiencing, and more. Additionally, it offers tools for improving customer engagement and reducing churn rates. 
 
The platform is designed to help companies in streamlining processes in connection with retention, onboarding, workflow management, and support management, by analyzing customers&#39; journeys across various channels. Gainsight also offers white-label solutions that help in creating personalized surveys using templates, with additional features like sending automatic follow-up reminders and analyzing customer responses via ML technology and text analysis. 
 
Gainsight offers a variety of features that can help you to improve the customer experience and product! Some of these include account planning, targeted campaigns, interaction tracking, alerts, goal management, and more. 
 
By using this software in conjunction with other marketing channels like email marketing or social media campaigns, you can ensure that your customers have an enjoyable experience from start to finish. Additionally, it is important to keep track of how your customers are interacting with your products so that you can make necessary adjustments as needed. By doing this consistently over time, you will be able to build a strong relationship with your customers and achieve desired outcomes accordingly. Moreover, businesses can also record and send short videos to improve customer engagement by using video messaging tools. 
 
Benefits of Gainsight :

<ul>
	<li>Analyzing your customer behavior to identify trends and patterns.</li>
	<li>Map out your customer&#39;s journey from the engagement stage to the post-purchase stage.</li>
	<li>Monitor customer feedback and responses to product changes.</li>
	<li>Understand how your customers are using your product.</li>
	<li>Create engaging experiences for your customers.</li>
	<li>It makes it easy for you to connect with your customers and respond to their queries.</li>
	<li>You can use it to improve customer retention rates and customer satisfaction rates.</li>
	<li>Allows businesses to organize and manage training and new operation implementation processes via documents, walkthroughs, video tutorials, etc.</li>
</ul>

 
 
Gainsight CS supports integrations with a wide range of third-party applications such as Slack, Microsoft Dynamics 365, SAP CRM, SurveyMonkey, Salesforce, Google Analytics, HubSpot, Zoho CRM, Pipedrive, Zendesk, Marketo Engage, Pendo, and others.

Manage your accounts with ease like managing customer profiles and creating customer journeys.


Account Management

Provides insights into how happy your customers are with your products or services.


Feedback Management

Track revenue generated by each product or service offering within your organization.


Revenue Management

View positive or negative sentiment in replies to surveys and questionnaires. 

Sentiment Analysis

Administer polls or surveys across multiple channels (email, website forms, social media posts). 


Survey/Poll Management

Track the performance of your emails, Landing Pages, and Social Media posts across channels.


Campaign Management

Gainsight

Gainsight Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Gainsight Alternatives

Gainsight Pricing and Packages For 2025

Gainsight is one of the highly rated software from Sales category. Know the best features of Gainsight that are rated by the highest no. of users.

Gainsight Reviews and Ratings - Nov 2025

Gainsight is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Gainsight features and it’s benefits

About Gainsight - Overview and Features

People.ai provides revenue operations and intelligence (ROI) software that helps businesses track and optimize their revenue streams.

People AI Alternatives and Competitors. Best Alternatives for People AI are BoostUp, Clari, Aviso, Catalyst, & InsightSquared

People AI Alternatives & Competitors - Nov 2025

People.ai is a cloud-based platform that enables customers to manage their revenue operations and intelligence (ROI) in one centralized location. It provides users with real-time insights into how their marketing efforts are impacting key performance indicators (KPIs), including visits, clicks, and conversions. Additionally, the software offers enhanced reporting capabilities that help businesses make better decisions about where to allocate resources next. People.ai has been praised for its user-friendly design and its ability to help companies of all sizes optimize their online marketing activities.

One important benefit of People.ai&#39;s software is that it is easy to use and relatively affordable compared to other similar services. This means that even smaller businesses can afford to take advantage of its benefits without breaking the bank. Users can get insights into how customers are using the product, opportunities, and ways to hasten growth and pipeline by using the strategic account management system. In addition, teams may easily find the best revenue strategy, assess whitespace, and track their purchase dynamics.

Telephony, email, calendar, conferencing, collaboration, and other platforms are all integrated with the platform. Teams can automatically filter out sensitive connections with People.ai before the data enters the CRM. In addition, it can automatically record consumer activities and contact data. The ai-based algorithms are available to users who want to build contacts and maintain app accuracy. Contact data enrichment, sentiment analysis, competitor mention discovery, and other data analytics tools may also be used.

<h3>Benefits of People.ai</h3>

Some of the most notable benefits of People.ai include:

<ul>
	<li>It helps you track the performance of your sales teams, customers, and products.</li>
	<li>The resulting insights help you achieve greater customer loyalty and profitability.</li>
	<li>It assists in reducing your workload, improving your productivity, and boosting your bottom line.</li>
	<li>The software can help identify and resolve customer issues before they become complex and costly.</li>
	<li>It provides you with actionable insights that can help you optimize your sales process and improve your customer service.</li>
</ul>

The other products in the offering are Account Management for account planning, engagement scores, org charts, Opportunity Management for pipeline inspection, activity benchmarks, sales methodologies, and PeopleGlass for lead management, pipeline updates, and more.
​

Manage calls from customers and prospects in a centralized location.

Call Management 

 Facilitates efficient communication between teams by managing upcoming meetings automatically.

Meeting Management

Track the results of your marketing efforts to identify areas for improvement. 

ROI Tracking 

 Helps businesses track and manage their objectives and goals.

Goal Management

Allows businesses to identify and contact potential customers, subscribers, or partners easily.

Contact Management 

 Helps generate leads from marketing campaigns, website visits, or other sources of data.

Lead Management

People AI

Individual Plan

Enterprise Plan

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People AI Pricing and Packages For 2025

People AI is one of the highly rated software from Sales category. Know the best features of People AI that are rated by the highest no. of users.

People AI Reviews and Ratings - Nov 2025

People AI is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the People AI features and it’s benefits

About People AI - Overview and Features

DemandFarm is a key account management software that helps businesses manage their relationships with their key customers. 

DemandFarm Alternatives and Competitors. Best Alternatives for DemandFarm are People AI, Gainsight, Shopify, ClientSuccess, & Catalyst

DemandFarm Alternatives & Competitors - Nov 2025

DemandFarm is a key account management software that allows businesses to manage their accounts in one place. From sending invoices and tracking payments, to managing contacts and client relationships, this software offers comprehensive functionality for small business owners. Additionally, it can automatically generate reports on customer sentiment and contact activity so you can measure the impact of your marketing efforts. Other features include advanced CRM tools that allow you to customize your interactions with customers, as well as automated email campaigns that help promote sales and attraction of new clients. 
 
Users may organize and standardize their KAM activities with DemandFarm, which improves dynamic responsiveness and processing and execution efficiency. Moreover, with on-demand availability, they may shift from data silos and many files to a single source of truth that is integrated and aggregated. With data completeness, integrated &amp; unified data structures, and enhanced sales effectiveness, the platform helps you gain deeper insights. With extra support for customization, it is exceedingly adaptable and simple to modify to suit the specific demands of your sales environment. 
 
The program offers a variety of reports that can help you to identify trends and make informed decisions about strategy development. You can also use the toolkit to develop targeted email campaigns or social media content that will attract new customers. Some of the key features for account expansion and revenue optimization in the offering are an all-in-one dashboard for account tracking, opportunity, and pipeline management, relationship mapping, and up-sell and cross-sell, also known as white space analysis. The platform offers a simplified, automated, and visual representation that boosts real-time CRM adoption for data-driven insights for the overall growth of accounts. 
 
Benefits of DemandFarm:

<ul>
	<li>You can quicken your deal progression by leveraging the right relationships.</li>
	<li>You can create reports to analyze your results and make necessary changes.</li>
	<li>Helps you in managing your leads, convert them into sales, and keep track of your budget.</li>
	<li>Enhance your customer service skills and handle customer complaints in an effective manner.</li>
	<li>It offers you the ability to track your competitors and measure the effectiveness of your marketing campaigns.</li>
	<li>Helps in streamlining your sales and marketing processes, and makes it easier for you to stay on top of your customer&#39;s needs.</li>
</ul>

 
 
DemandFarm is trusted by 150+ leading enterprises and is ranked among the top 10 business apps by Salesforce for delivering impressive results. Also, it has been recognized as one of the best products in the Digital Account Planning Tools category by Gartner.

Identify which products or services are generating the most revenue for your company and why. 


Win / Loss Analysis

Keep track of incoming/outgoing contact information, and active tasks associated with each account. 


Meeting & Activity Tracker

Estimate how much money will be generated based on market conditions.


Revenue Forecasting

View all aspects of your finances, including assets, liabilities, and profits. 


Financials Tracker 

Provides insights into changing sales patterns in order to identify areas of improvement.


Sales Trend Analysis

Set specific targets regarding revenue, customer retention rates, number of leads generated, etc.


DemandFarm

Features: 
<ul>
	<li>Easy Drag and Drop to Create Hierarchy </li>
	<li>Opportunity &amp; Pipeline View across Contacts </li>
	<li>Affinity and Power- Tracker </li>
	<li>Capture Relationship Owners </li>
	<li>Sub-Hierarchy and Opportunity Org Charts</li>
</ul>

Org Chart

Features:
<ul>
	<li>Org Chart</li>
	<li>Contact Engagement Matrix</li>
	<li>Account Landscape</li>
	<li>Account Profile</li>
	<li>Activity Planner and Tracker</li>
	<li>Financials</li>
	<li>Growth Strategy</li>
	<li>Account Segmentation</li>
	<li>Competitor Analysis</li>
	<li>Qualitative Templates</li>
	<li>Impact Reporting</li>
	<li>Annual Account Plan</li>
	<li>1-click Review</li>
	<li>Account Insights &amp; Recommendations</li>
	<li>Professional Services/Customizations</li>
</ul>

Account Planner

Features:

<ul>
	<li>Sales Playbook</li>
	<li>Scorecard (Qualifying Opportunities)</li>
	<li>Stakeholder Mapping</li>
</ul>

Opportunity Planner

DemandFarm Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top DemandFarm Alternatives

DemandFarm Pricing and Packages For 2025

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DemandFarm is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the DemandFarm features and it’s benefits

About DemandFarm - Overview and Features

Catalyst CS software is designed to make it easy for you to manage and optimize your customer relationships.

Catalyst Alternatives and Competitors. Best Alternatives for Catalyst are DemandFarm, People AI, Kapta, Altify, & Aviso

Catalyst Alternatives & Competitors - Nov 2025

Catalyst is the best customer success platform because it was built by CS leaders for CS teams. It offers a comprehensive, easy-to-use solution that helps your team manage and track customer feedback, issue resolutions, and support interactions in one central location. Catalyst also provides valuable insights into how users are using your products or services and can help you to improve user experience (UX) throughout the entire product journey.

From managing churn, contacting inactive customers, and diagnosing issues, to providing solutions and driving continuity of contact, Catalyst helps teams achieve their objectives faster and more efficiently. It provides the tools and resources necessary to deliver outstanding customer experiences, build recurring loyalty, and drive growth for your business. Users may build page designs and dashboards that display critical data without the need of an administrator with Catalyst. In addition, users may review product performance data, service/support tickets, Salesforce field data, and email communications on a single platform to get information about clients. In addition, you may keep up to date by doing things like task completion, emails, call notes, and other tasks.

<h3>Benefits of Catalyst</h3>

Some of the most notable benefits of Catalyst include:

<ul>
	<li>It helps in building customer relationships that are long-lasting and profitable.</li>
	<li>Helps in identifying and resolving customer issues quickly, eventually building better customer relationships.</li>
	<li>Streamlines the customer support process, so that you can handle more customers at a time with ease.</li>
	<li>The software makes it easy to manage customer interactions and track the progress of customer engagements.</li>
	<li>Catalyst offers insights into how well your marketing efforts are performing and provides actionable insights on how to improve them.</li>
</ul>

With Catalyst, you can easily see all of your customer data in one place and respond to any issues or questions that your customers may have. This information is integrated with your entire tech stack so that you can have a &quot;single pane of glass&quot; view of your customers. This way, you no longer need 10+ tabs open in your browser at one time - everything is conveniently accessible from within Catalyst. It integrates with Salesforce CRM, Segment Analytics, Zendesk, Slack, S3, Mixpanel, Snowflake, etc. ​​

Keep track of all the relevant contact information for each of your customers.

Account Management 

Makes it easy to gather feedback from your customers both online and offline.

Feedback Management 

Provides a centralized location where you can easily add new contacts or respond to inquiries.

Contact Management

Analyze your sales data in order to identify trends and make better strategic decisions. 

Send personalized emails based on specific criteria such as lead status or purchase history. 

Email Management

Provide detailed information about your overall business performance for better optimization. 

Performance Metrics

Catalyst

<ul>
	<li>Industry-leading customer success management and technical support</li>
	<li>Dedicated implementation and onboarding</li>
	<li>All of the above resulting in our unmatched 98% CSAT</li>
	<li>Enterprise-ready features and integrations</li>
	<li>Priority access to Catalyst community programs</li>
	<li>Exclusive access to the Catalyst Customer Community</li>
	<li>Includes training videos, certifications, collaboration, and more!</li>
</ul>

Catalyst Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Catalyst Alternatives

Catalyst Pricing and Packages For 2025

Catalyst is one of the highly rated software from Sales category. Know the best features of Catalyst that are rated by the highest no. of users.

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Catalyst is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Catalyst features and it’s benefits

About Catalyst - Overview and Features

ClientSuccess is a customer success software that was designed to make it easy for businesses of all sizes to improve their customer service process.

ClientSuccess Alternatives and Competitors. Best Alternatives for ClientSuccess are Catalyst, People AI, Salesloft, Aviso, & Chorus AI

ClientSuccess Alternatives & Competitors - Nov 2025

ClientSuccess is a powerful customer success software that can help you to improve the customer experience. The platform is designed to help SaaS companies retain, manage, and grow their existing customer base with ease, and quickly. It offers many features such as chat, email, and phone support, which enables you to provide exceptional service for your customers.

Additionally, it provides information about how your customers are using your product or service so that you can make improvements more quickly. ClientSuccess also helps with problem-solving by providing step-by-step instructions on how to resolve common issues. And, it acts as an advocacy center for your business by helping you build relationships with key consumers and advocates. By taking advantage of all these features and tools, you can maximize the effectiveness of your customer success initiatives!

The platform currently offers a unique solution, called ClientSuccess Goals that help businesses collaborate with their customers to achieve desired outcomes, goals, and success criteria. All these Goals have been designed to align with S.M.A.R.T. goal-setting practices - specific, measurable, attainable, relevant, and time-based. Also, the platform offers global reporting capabilities with actionable insights into concerns, outcomes, successes, goal statuses, and more. This apart, users can measure customer objectives in a transparent and collaborative way to deliver tangible value.

Benefits of ClientSuccess

Some of the most notable benefits of ClientSuccess include

<ul>
	<li>It tracks the progress of customer interactions and helps in resolving any issues that may arise.</li>
	<li>Provides insights into what works well and what needs improvement for future customer interactions.</li>
	<li>Automatically sends relevant messages that can boost engagement and encourage customers to return again.</li>
	<li>Easily track and report on your customer&#39;s interactions with your product or service. This will help you to determine which channels are performing best and identify any areas in which you need to improve your marketing strategy.</li>
	<li>ClientSuccess helps you manage your customer&#39;s journey from start to finish. This includes everything from creating custom flows and workflows for onboarding new users, to managing communication channels and queues, etc.</li>
</ul>

Users may monitor subscription renewals, client engagement solutions, and application opportunities for growth and expansion with ClientSuccess.com, a website that connects to CRM, support, social media, and communication platforms; a tailored scorecard for each customer that tracks their progress through the organization.
 
​​​​​

Identify and remove non-compliant clients from portfolios without damaging your reputation. 

Churn Management 

Monitor all communication with your clients in a way that is easily accessible and organized.

Email Management 

Keep track of everything from proposals to meeting minutes, ensuring accuracy.

Document Management 

 Track customer feedback and use it to improve your services or products. 

Keep up with important contacts, including information about past orders, payments, etc. 

Client Management 

 Provides tools for forecasting revenue based on current trends and planned changes in the market. 

ClientSuccess

ClientSuccess Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top ClientSuccess Alternatives

ClientSuccess Pricing and Packages For 2025

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ClientSuccess is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the ClientSuccess features and it’s benefits

About ClientSuccess - Overview and Features

Aviso is a great tool for business owners who want to track their sales performance, understand customer needs, and make informed decisions about marketing initiatives. 

Aviso Alternatives and Competitors. Best Alternatives for Aviso are Gong io, Chorus AI, Clari, BoostUp, & People AI

Aviso Alternatives & Competitors - Nov 2025

Aviso is a sales forecasting and data analysis software that can help you to improve your business performance. It allows you to track the progress of your campaigns, identify customer problems early on, and make better decisions about where your resources should be allocated. Additionally, Aviso provides insights into what content is resonating with customers and which channels are performing the best. This information can help you to optimize your marketing efforts accordingly.

Aviso&#39;s sales forecasting helps you predict future demand for your products or services. This allows you to plan for increased inventory needs or product launches in advance. To generate what-if scenarios to mimic rick and discover swing deals, the platform employs machine learning methods and data science. Using Aviso&#39;s data analytics tools, you can explore detailed information about your customers and their behavior. This enables you to identify potential problems early on so that they don&#39;t become major issues later on down the line.

The platform is scalable as well as flexible to configure any complex hierarchies of customers. One of the main benefits of using Aviso is that it is versatile enough to be used by small businesses as well as large enterprises. It also offers customizable reports that are easy to read and navigate. In addition, there are numerous user groups available where you can get support if needed.

Using this platform&rsquo;s pipeline management, deal collaboration, and forecasting tools sales managers, leaders, and reps can benefit collectively. Users can guide deals, set goals, and unify forecasts - all in a single platform.

<h3>Benefits of Aviso:</h3>

Some of the most notable benefits of Aviso include:

<ul>
	<li>Provides you with actionable insights that can help you optimize your sales processes and outcomes.</li>
	<li>Can help you make better business decisions by identifying opportunities and mitigating risks.</li>
	<li>Helps improve your customer service by understanding customer needs and preferences.</li>
	<li>Allows you to track your sales performance across channels and countries, and makes it easier to forecast future sales.</li>
	<li>You can use the performance management tools to measure the performance of your sales teams by tracking and reporting on their key metrics.​​​​​​​</li>
</ul>

Aviso can be divided into six core pillars such as deal intelligence, predictive forecasting, conversational intelligence, GTM and customer collaboration, activity and relationship intelligence, and CRM automation.

Allows you to plan your resources wisely in order to achieve targets.

Budgeting/Forecasting 

 Help you measure success in terms of results achieved. 

Key Performance Indicators

Gives objective indications of how well a particular area or function is performing.

Performance Metrics 

Identify patterns in your data that may indicate changes in your overall business performance. 

Trend Analysis  

 Makes predictions about the future based on historical data. 

Predictive Analytics

Provides insights into how much revenue each product category is likely to generate over time.

Sales Forecasting 

<ul>
	<li>People Intelligence, Deal Intelligence</li>
	<li>Advanced Sentiment Analysis</li>
	<li>SmartTranscripts &amp; Summarization</li>
	<li>Embedded Video Meetings, Chat, To-Dos, Screen Sharing, Documents</li>
	<li>E-Signature &amp; Approval Workflows</li>
	<li>Deal, Forecast, Coaching Rooms (Internal deal team collaboration)</li>
	<li>Customer Channels (External)</li>
</ul>

Virtual Selling Solution

<ul>
	<li>Everything In Virtual Selling Solution+</li>
	<li>Predictive Deal-Level Forecasting</li>
	<li>Deal WinScores&trade;, Maps, Pull-Ins</li>
	<li>Pipeline Inspection, Planning, Yield</li>
	<li>Relationship Intelligence and Next Best Persona &amp; Team Actions</li>
	<li>CRM Activity and Contact Auto-Population + Golden Fields Capture</li>
	<li>Extend revenue workflows across CRM instances, data lakes, etc</li>
</ul>

Enterprise Solution

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Aviso Pricing and Packages For 2025

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Aviso is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Aviso features and it’s benefits

About Aviso - Overview and Features

Planhat Customer Success software allows businesses to track and manage their customer journeys from start to finish. 

Planhat Alternatives and Competitors. Best Alternatives for Planhat are ClientSuccess, DemandFarm, CustomerSuccessBox, Chorus AI, & Salesloft

Planhat Alternatives & Competitors - Nov 2025

Planhat is a customer success platform that allows businesses to manage their customer experience from one central location. Using Planhat, companies can identify and analyze how their customers are interacting with their products or services, track the progress of transactions and interactions, measure sentiment analysis, and more. This information can then be used to optimize customer engagement strategies and improve the overall user experience. Planhat also provides reporting capabilities that allow business owners to understand key performance indicators (KPIs) such as conversion rates or satisfaction levels. 
 
By using Planhat&#39;s tools, you can track how your products are performing in relation to your competitor&#39;s offerings; get feedback from customers about what they like or don&#39;t like about your product; understand which of your marketing efforts are working well; see where potential problems lie with regards to delivery or fulfillment; identify issues early so that they can be resolved before they lead to dissatisfied customers; monitor account activation rates for fraud prevention purposes; research alternative sales channels for future opportunities. In short, by using Planhat&#39;s tools, you can make sure that every aspect of customer engagement is handled precisely and efficiently so as not to upset or frustrate those who have purchased from you in the past or might do so in the future. 
 
Planhat helps users bring all their customer data to a single place for secure, and actionable 360 views. It is designed for everyone from the CSM to the C-Suite. Also, using the Automations users can build everything from simple alerts to custom bots, time-saving triggers, and integrations. The presentation layer helps with the storylining of slides, while the BI tool allows teams to share powerful analytics via the Portal. 
 
Benefits of Planhat:

<ul>
	<li>It has a dashboard that lets you see all the pertinent data in one place.</li>
	<li>Captures all the relevant customer data and builds a 360-degree view of the customer.</li>
	<li>Easily add new channels such as social media, email, and chat to your support process.</li>
	<li>It tracks all the conversations, activities, and changes made to the customer account.</li>
	<li>It helps you identify and resolve customer complaints early, to improve the overall customer experience.</li>
</ul>

 
 
Planhat can help companies to focus their efforts on the customers&#39; needs rather than on resolving issues themselves. Additionally, it allows companies to track progress and measure results against targets set during planning stages. Planhat integrates with Hubspot CRM, Salesforce, Pipedrive, Google Calendars, Gmail, Slack, Intercom, Snowflake, and other product analytics, and productivity tools and applications.

Provides insights into customer activities and helps identify issues impacting their experience. 


Ad hoc Reporting

Measure progress against key goals, identify problems early on and make changes accordingly. 


Lets you add, manage and track your customer relationships.


Create long-term plans that outline objectives and strategies for future growth.


Strategic Planning

Identifies opportunities and tracks progress in achieving target sales goals. 


Forecast future trends, make well-informed decisions, and monitor results over time. 


Planhat

Planhat Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Planhat Alternatives

Planhat Pricing and Packages For 2025

Planhat is one of the highly rated software from Sales category. Know the best features of Planhat that are rated by the highest no. of users.

Planhat Reviews and Ratings - Nov 2025

Planhat is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Planhat features and it’s benefits

About Planhat - Overview and Features

CustomerSuccessBox is an outcome-driven customer success platform that helps B2B SaaS companies reduce churn and grow their recurring revenue. It provides actionable insights and tools to help customers achieve better outcomes, including resolution rates, engagement rates, customer lifetime value (CLV), and more. 
 
CustomerSuccessBox is an invaluable tool that can help to streamline customer onboarding, product usage analysis, and user communication. First and foremost, it automates customer onboarding by providing a single point of contact for all customer interactions. This ensures that all requests are processed in a timely manner and that customers have the best possible experience when interacting with your company. Product usage analysis provides valuable information on how users are using your products or services and helps you to better understand their needs. Finally, user communication allows you to respond quickly to any inquiries or concerns raised by users via email or live chat. 
 
The software uses machine learning algorithms to create custom onboarding scripts for new customers, based on their past interactions with your company. This ensures that they are smoothly transitioned into the life of your business and that they have all the information they need to feel comfortable and confident using it. By understanding historical data, CustomerSuccessBox is also able to identify patterns and trends in user behavior so that you can better customize your onboarding process accordingly. This multifaceted approach not only improves overall customer satisfaction but also drives increased churn rates. 
 
As already mentioned, CustomerSuccessBox is specifically designed for B2B SaaS looking to onboard, retain, upsell &amp; drive MRR. The platform offers native integration with 20+ popular platforms across CRM, Analytics, Billing, Communication, Calendar, and Support categories, like Office 365, Google Calendar, Stripe, Zendesk, Intercom, Hubspot, Salesforce, Quickbooks, etc. 
 
Benefits of CustomerSuccessBox:

<ul>
	<li>With features like multi-dimensional real-time account health, segment-specific real-time account health, and proactive risk alerts, CustomerSuccessBox makes it possible for businesses to retain their customers with ease.</li>
	<li>Offers a single interface for managing all customers&rsquo; onboarding priorities like creating repeatable success plans, managing CSMs activities, monitoring product adoption milestones, tracking progress, and measuring business outcomes.</li>
	<li>Features upsell intelligence, which first identifies upsell signals by monitoring product usage and engagement level, and then sends these upsell-related alerts and tasks to the success team.</li>
	<li>Monitors all aspects of account health, covering everything from financial to relationship and from product support to product adoption.</li>
	<li>Allows low-tier ACV customers to scale with automation by automating repeatable lifecycle engagements and internal system updates.</li>
</ul>

 
 
CustomerSuccessBox offers 4 plans for businesses to choose from but hasn&rsquo;t made its plans&rsquo; pricing public. CustomerSuccessBox, however, does offer a free demo as well as a free trial to its users.

CustomerSuccessBox

CustomerSuccessBox is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the CustomerSuccessBox features and it’s benefits

CustomerSuccessBox Overview

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