Altify

Aviso

Clari

BoostUp

Gong io

Leading B2B account planning software with relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. 

Altify Alternatives and Competitors. Best Alternatives for Altify are People AI, Aviso, Planhat, Gainsight, & DemandFarm

Altify Alternatives & Competitors - Oct 2025

Upland&rsquo;s Altify is the perfect account planning software for B2B sales optimization. It provides you with powerful tools that help you to track leads, convert them into customers, and optimize your marketing efforts. This powerful yet easy-to-use sales planning software that is built natively on the Salesforce platform. This allows users to manage and organize their sales pipeline more easily, as well as track key performance indicators (KPIs) in real time. The platform helps sellers with contextual actions, insights, and best practices right within Salesforce, which allows them to make informed decisions about the sales process, identify opportunities more quickly, and close more deals faster.

Altify includes features like relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. The relationship mapping feature allows you to track the relationships between different stakeholders in your organization so that you can understand their roles and responsibilities better. The account management tool makes it easy for you to track all of your customers&#39; contact information as well as their current status (active or inactive). The opportunity management tool lets you identify which opportunities are worth pursuing based on the client&#39;s needs and budget constraints. The Sales Process Manager gives you an overview of each step in the sales cycle so that you can optimize your efforts and ensure high-quality customer service throughout the whole process. And finally, the Sales Reference Manager helps keep track of past clients who may be potential references for new prospects.

Altify is best for large enterprise companies with complex B2B sales cycles that are utilizing Salesforce CRM. Altify integrates with Salesforce, LinkedIn, Quip, ZoneBilling, AccuRoute, and Upland.

<h3>Benefits of Altify</h3>

<ul>
	<li>Provides a comprehensive account planning solution, offering users the ability to plan and track every aspect of their business from A-Z. This includes everything from financial projections to marketing strategies and customer retention plans.</li>
	<li>This software is highly configurable and allows users to customize the layout and interface to suit their needs.</li>
	<li>The relationship map makes it easy to visually connect various transactors with one another - this is useful for understanding how these transactions influence each other. It can also provide insights into patterns or correlations that might otherwise go unnoticed.</li>
	<li>It can help you visualize the relationship between all aspects of your business and make strategic decisions that will help you grow sustainably.</li>
	<li>With Altify, you&#39;ll be able to develop comprehensive account plans that will enable you to understand your customers and their spending behaviors. This information can then be used to make informed investment decisions.</li>
	<li>Provides political mapping of your customers, which allows you to see how different segments of your customer base are voting, what magazines they read, where they buy their groceries...you get the picture!</li>
</ul>

Altify offers a free demo. Regarding pricing, Altify hasn&rsquo;t made its plans or their pricing information public.

Supports flexibility in the sales process, allowing you to customize it to best suit your needs.

Flexible Sales Process

Allow for easy navigation and analysis of data across different departments or divisions. 

Multiple Org Charts

Track your sales progress by automatically entering data into fields like order date, product sold, etc.

Field Sales Management

Create customized training materials for your employees or customers using industry-standard templates. 

Built-in Course Authoring

 Allows users to assign roles and responsibilities to different stakeholders. 

Stakeholder Roles

Allows you to create contact records for leads, contacts, opportunities, and cases. 

Lead Management 

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

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

Altify Pricing and Packages For 2025

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

Altify Reviews and Ratings - Oct 2025

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

About Altify - 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 - Oct 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 - Oct 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

AI-powered customer success software that allows B2B SaaS to onboard, retain, upsell & drive MRR. Delivers consistent customer onboarding experience & drives retention by learning and analyzing historical data. 


CustomerSuccessBox Alternatives and Competitors. Best Alternatives for CustomerSuccessBox are Chorus AI, Gainsight, People AI, DemandFarm, & Catalyst

CustomerSuccessBox Alternatives & Competitors - Oct 2025

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.

Allows you to track the performance of your customers and identify areas of improvement. 


Customer Monitoring

Assess the overall health of your customers and make necessary improvements based on that. 


Customer Health Scores

Keep track of all your customers' names, emails, account details, and transactions.


Customer Profiles

Get notified when an account is updated or if there are any unusual activities on it. 


Account Alerts

Track the progress of marketing campaigns, analyze customer behavior, and adjust strategies as needed.


Revenue Management 

Keeps track of the progress of specific tasks so that they are completed on time and within budget. 


Task Management 

CustomerSuccessBox

It includes:

Designed for businesses with 10s to 100s to 1000s of customers, having typical pay under &lt;$1000s ARPA per year.

<ul>
	<li>ARPA p.y &lt;$100s-$1,000s</li>
	<li>Customers 1000s-100,000s</li>
	<li>CSM Portfolio 100s of customers</li>
	<li>Drive self-serve adoption</li>
	<li>Automated end-user intervention</li>
</ul>

TECH TOUCH

Designed for businesses with 100s to 1000s of customers, having typical pay under above $10,000s to $100,000s.

For business with customers:

<ul>
	<li>ARPA p.y $10,000s-$100,000s</li>
	<li>Customers 100s-1000s</li>
	<li>CSM Portfolio size 1-20</li>
	<li>Highly Engaged</li>
	<li>Remote and distributed CS teams</li>
	<li>White glove customer success</li>
</ul>

HIGH TOUCH

Designed for businesses having multiple customer segments looking to deploy both high touch and tech touch strategies.

For businesses with:

<ul>
	<li>Multiple Customer Segments spread over a wide range of ARPA</li>
	<li>Multiple CS teams managing Enterprise, Mid-market, and SMB segments</li>
	<li>Remote and distributed CS teams</li>
	<li>High touch + Tech touch plan feature set</li>
</ul>

ENTERPRISE

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

CustomerSuccessBox Pricing and Packages For 2025

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

CustomerSuccessBox Reviews and Ratings - Oct 2025

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

About CustomerSuccessBox - 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 - Oct 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 - Oct 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 - Oct 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.


Account Management

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


Strategic Planning

Identifies opportunities and tracks progress in achieving target sales goals. 


Revenue Management

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 - Oct 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

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 - Oct 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. 

Feedback Management

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

Individual Plan

Enterprise Plan

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 - Oct 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 - Oct 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 - Oct 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

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 - Oct 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.


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


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


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 - Oct 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

InsightSquared is a robust sales intelligence solution designed to provide sales leaders with an all-in-one platform to streamline team management, boost sales performance, and optimize revenue growth. This tool is packed with a variety of features that allow sales teams to operate with greater efficiency and effectiveness.

One of the major advantages of InsightSquared is its capability to give sales teams real-time insights into their reps&#39; performance. With this tool, sales leaders can track activities throughout the entire sales cycle, from lead generation to closing deals. This enables them to pinpoint areas where reps excel and areas where they require further coaching and support.

InsightSquared also delivers accurate sales forecasts, thanks to its advanced analytics and reporting capabilities. By predicting revenue and identifying forecast risks and opportunities, sales leaders can make informed decisions that improve sales productivity and maximize revenue growth.

InsightSquared&#39;s revenue analytics and dashboard provide automated and up-to-date views for sales management meetings, enabling sales leaders to quickly identify key performance indicators and make data-driven decisions regarding resource allocation, product roadmaps, marketing campaigns, and competitive positioning.

The conversation intelligence and call recording tool are one of InsightSquared&#39;s unique features. It allows sales teams to capture unfiltered data from real-time customer conversations, including transcripts, keywords, trends, and talk time. By combining conversation data with full-lifecycle activity capture and powerful machine learning, sales teams can gain invaluable insights into customer preferences and behavior to improve every aspect of their business.

InsightSquared is an exceptional sales intelligence tool with a wide range of features that support sales teams in managing their operations with greater efficiency and effectiveness. Whether you&#39;re a sales manager, analyst, or rep, InsightSquared empowers you to make informed decisions that improve sales productivity and maximize revenue growth.

Key Highlights of InsightSquared

<ul>
	<li>Advanced Sales Math: This feature utilizes complex algorithms to provide accurate sales forecasts and revenue projections. It analyzes historical data, identifies trends and patterns, and predicts future outcomes based on various factors such as product performance, deal size, and sales cycle length. This helps sales leaders make informed decisions about resource allocation and develop effective sales strategies.</li>
	<li>Conversation Intelligence: Uses artificial intelligence to analyze sales calls, meetings, and emails to provide insights into customer behavior and preferences. It helps sales teams understand how prospects are interacting with their brand, identify areas for improvement, and tailor their approach to meet specific customer needs. With Conversational Intelligence, sales teams can better engage with prospects, build stronger relationships, and close more deals.</li>
</ul>

Benefits of InsightSquared

<ul>
	<li>Sales Team Management: InsightSquared provides sales leaders with a platform to manage their team&#39;s activities at all stages of the buying cycle, which helps them identify areas that require additional coaching and support.</li>
	<li>Resources Library: InsightSquared&#39;s extensive resources library offers a variety of valuable materials such as eBooks, resources, blogs, and press releases. This rich repository equips sales leaders with valuable industry knowledge, best practices, and the latest insights to enhance their team&#39;s performance and make informed decisions.</li>
	<li>Predictive Analytics and Forecasting: Its advanced predictive analytics capabilities empower sales leaders to accurately forecast sales performance. By analyzing historical data and identifying trends, it enables proactive planning, effective resource allocation, and informed decision-making, ultimately optimizing revenue growth strategies.</li>
	<li>Conversation Intelligence and Call Recording: This feature allows sales teams to capture rich, unfiltered data from real-time customer conversations, providing insights into customer preferences and behavior to improve sales performance.</li>
	<li>Enhanced Business Enrichment: By combining conversation data with full-lifecycle activity capture and robust machine learning, InsightSquared can enrich every element of a business, including forecasts, reporting, product roadmaps, marketing campaigns, and competitive positioning.</li>
</ul>

InsightSquared offers four paid subscription plans, namely Coach360, Value360, Engagement360, and Intelligence360, for which pricing information is not publicly available. Users must contact customer support to obtain complete pricing details. Additionally, InsightSquared integrates with numerous third-party tools, including Salesforce Sales Cloud, Zendesk Suite, Bullhorn ATS &amp; CRM, Marketo Engage, and Kayako, among others.

InsightSquared

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

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