Altify

Aviso

CustomerSuccessBox

Chorus AI

Salesloft

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 - Mar 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

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

People AI

Individual Plan

Enterprise Plan

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

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 - Mar 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

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 - Mar 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 - Mar 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

Shopify is a versatile global e-commerce platform that empowers businesses to effortlessly establish and oversee their online stores. It simplifies the process of starting, selling, marketing, and managing online businesses. Shopify facilitates reaching new customers, engaging with existing ones, and harnessing customer data for tailored marketing efforts. With its user-friendly interface and extensive capabilities, it enables businesses to build a compelling online presence and effectively navigate the digital marketplace, making it a valuable tool for online commerce.

Shopify Alternatives and Competitors. Best Alternatives for Shopify are Adobe Commerce, CommentSold, Miva, PrestaShop, & Zoho Commerce

Shopify Alternatives & Competitors - Mar 2025

The platform allows users to sell their products or services and offers a POS application that will help power retail sales, apart from offering payment solutions. Using this platform, users can run their business hassle-free, all in a single platform. In addition, it provides merchants with an easy-to-use eCommerce solution, allowing them to sell products across multiple platforms, including desktop, mobile web, and Amazon. Shopify also offers merchant services such as shipping and payment processing. Apart from this, it enables you to build your own storefronts or designs that will attract customers from all across the globe. Managing products, filling orders, understanding product growth patterns, and monitoring sales has never been easier with Shopify.

Benefits of Shopify:

Some of the most notable benefits of Shopify include:

Simple and Clean Interface: Shopify&#39;s slick and simple interface makes the platform easy for both beginner entrepreneurs and experienced online merchants alike. There is no need for any coding or programming knowledge, which makes it a great option for small businesses that do not want to invest in additional software.

Wide Range of Features: Shopify provides an expansive range of features that make creating an online store incredibly easy. This includes everything from basic inventory management tools to sophisticated shipping options and payment gateways. It also has built-in features such as social media integration, search engine optimization (SEO), market research, sales tracking/optimization capabilities, email marketing services, video marketing services...the list goes on!

Secure Platform: Thanks to its secure architecture, Shopify is trusted by millions of customers worldwide. You can be sure that your information will remain confidential and private at all times.

24/7 Customer Support: Makes it easy to solve any issue you might have. This includes assistance with setting up or customizing your store, resolving technical difficulties, and more.

Custom Domain: You can choose to have a custom domain name associated with your shop, which makes it easier for customers to find and purchase products from your site.

Easy Store Setup: With Shopify&#39;s drag-and-drop interface, it is easy to set up an amazing-looking storefront in no time at all! Plus, you get access to tons of free plugins and tools that will help you increase traffic and sales.

Support for Various Business Types: The platform supports any type of business and allows users to sell any product they wish, like digital products, physical products, drop-shipped products, and more. Some of the top products sellers sell using Shopify are beauty supplies, handcrafted goods, clothing, eBooks, online classes, outdoor gear, and more.

Currently, Shopify has helped millions of businesses in more than 175 countries, helping generate $496 billion-plus sales. Some of the top players on its portfolio include Tesla Motors, Forbes, Amnesty Internationa, CrossFit, Herschel Supply, Gatorade, and many more.

How To Build Your eCommerce In 3 Easy Steps On Shopify?

If you are looking to start your own eCommerce business on Shopify, then follow these three easy steps:

1.Choose and customize your theme: Choose a theme that is suitable for your business. The main thing to consider is the look and feel of your website, as well as how it will function. There are many themes available on Shopify, so find one that meets both criteria and fits your budget. Remember, this requires no design or programming experience.

2.Add Products: Add the products of your choice to your store by uploading images or descriptions of the items into the correct fields. Be sure to include necessary measurements if applicable, since buyers always want accurate information when making purchases from an online store.

3.Start Selling: Set up payment options (credit cards, PayPal, etc., add shipping costs automatically based on weight and size of the package, and set up tax rules if required by local regulations. Once everything is set up and ready to go, take a few minutes each day during peak shopping hours to check out sales &amp; feedback rates; make adjustments where needed and keep improving upon what worked well in past months/years.

Lets you set discounts for different products, subscriptions, services, and more.

Discount Management

Tracks your product inventory and alerts you when they reach a specific stock level.

Inventory Tracking

Send newsletters, email campaigns, and other automated messages to your customers.

Email Marketing

Attach QR codes to your products for awareness purposes to boost online sales.

Product QR Codes

Offers in-depth insights into your product, sales, and staff performance.

Daily Sales Reports

Helps you to get feedback from your customers and make changes accordingly for better sales.

Product Reviews

Shopify

<ul>
	<li>Basic reports</li>
	<li>2 staff accounts</li>
	<li>Up to 4 inventory locations</li>
	<li>Up to 77% shipping discount</li>
</ul>

Basic

CREDIT CARD RATES
2.9% + 30¢ USD online
2.7% + 0¢ USD in person


Features in Basic Plan + 
<ul>
	<li>Professional reports</li>
	<li>5 staff accounts</li>
	<li>Up to 5 inventory locations</li>
	<li>Up to 88% shipping discount</li>
</ul>

Features in Basic Plan + 

<ul>
	<li>Professional reports</li>
	<li>5 staff accounts</li>
	<li>Up to 5 inventory locations</li>
	<li>Up to 88% shipping discount</li>
</ul>

Credit card rates
2.6% + 30¢ USD online
2.5% + 0¢ USD in person

<ul>
	<li>Custom report builder</li>
	<li>15 staff accounts</li>
	<li>Up to 8 inventory locations</li>
	<li>Up to 88% shipping discount</li>
</ul>

Advanced

Credit card rates
2.4% + 30¢ USD online
2.4% + 0¢ USD in person

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

Shopify Pricing and Packages For 2025

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

Shopify Reviews and Ratings - Mar 2025

Shopify is a Commerce, E-Commerce platform designed to help businesses grow. Know the Shopify features and it’s benefits

About Shopify - 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 - Mar 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

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

ClientSuccess Reviews and Ratings - Mar 2025

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

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 - Mar 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.

Catalyst Reviews and Ratings - Mar 2025

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

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 - Mar 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

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

Aviso Pricing and Packages For 2025

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

Aviso Reviews and Ratings - Mar 2025

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 - Mar 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 - Mar 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

Kapta is a full-fledged account management platform that features KAM (Key Account Management) process for transforming client relationships.

Kapta Alternatives and Competitors. Best Alternatives for Kapta are Chorus AI, People AI, Altify, Catalyst, & Planhat

Kapta Alternatives & Competitors - Mar 2025

Kapta is an account management platform that uses the KAM (Key Account Management) process to transform client relationships. This proven methodology helps businesses build a rapport with key customers and develops strategies for retaining them. Kapta is a Web-based software-as-a-service application that requires no software installation or manual updates. Instead, it securely connects to your account via the cloud and allows you to manage all aspects of your business from one location. 
 
Kapta comes with features like API, activity dashboard, CRM, collaboration tools, customer database, customer history, customizable reports, multi-channel communication, real-time insights, reporting/analytics, and built-in forecasting. 
 
Kapta offers comprehensive account management platform services such as assessment and training, rollout and integration, billing and invoicing, customer support, data collection, and analysis. Kapta&rsquo;s customer-centric approach helps you build engagement, reduce risk, standardize internal processes, and drive organic growth. Another front where Kapta does well is in account management and collaboration. It provides organizational mapping and collaboration, which makes it easy to keep track of who is responsible for what. Additionally, Kapta enables you to share files securely and easily among team members so that everyone can be on the same page. 
 
​​​​​​​Kapta offers built-in integration with popular CRM software &ldquo;Salesforce&rdquo; and a campaign management solution &ldquo;NationBuilder&rdquo;. With its API, businesses can also connect it with other third-party platforms. 
 
Kapta can be used by entrepreneurs &amp; businesses of all sizes and levels of experience. It offers an intuitive and user-friendly interface that allows you to manage your accounts, customers, orders, products, reviews, social media profiles, and more with ease. 
 
Benefits of Kapta:

<ul>
	<li>Connects internal systems and processes, which helps in ensuring that all operations are logged, tracked, and monitored so as to enable better decision-making.</li>
	<li>Features a purpose-built KAM solution. This technology allows you to identify risk and upsell potential, execute account planning initiatives for these key clients, and measure and report data.</li>
	<li>As it&rsquo;s dynamic software, it helps you rapidly and easily manage your business accounts from one place. It also has a proven methodology to back things up, so you can be sure that the data is accurate and up-to-date.</li>
	<li>Offers access to a community of successful account managers who can help you to maximize your business opportunities. They will work with you to develop and implement strategies that will help boost your revenue and grow your team.</li>
	<li>Provides an intimate understanding of your customer&rsquo;s biggest challenges and risks. This allows you to target your marketing efforts in a more effective way, as well as provide solutions that address these issues head-on.</li>
	<li>Provides critical insights into customer behavior, engagement, and preferences, creating valuable cross-sell opportunities across all channels.</li>
</ul>

 
 
​​​​​​​Official information regarding Kapta&rsquo;s plans and their pricing isn&rsquo;t available. What&rsquo;s available is a free demo, which can be booked from its official website.

Allows you to assess the overall health of your accounts.


Account Health Scoring

Manage team member responsibilities and assign tasks quickly and easily. 


Interactive Org Chart

Makes it easy for you to plan and manage your accounts in an organized fashion.


Customizable Templates

Ensure that everything is on schedule and meets your expectations. 


Deliverables Tracking

Makes it easy to report to clients as well as C-Suite. 

Easy Reporting 

Provides seamless CRM integration through its streamlined interface. 


CRM Integration

Kapta

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

Kapta Pricing and Packages For 2025

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

Kapta Reviews and Ratings - Mar 2025

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

About Kapta - Overview and Features

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.

DemandFarm

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

DemandFarm Overview

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