Altify

Aviso

Kapta

Gainsight

DemandFarm

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 - May 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. 

Revenue Management

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

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 - May 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

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 - May 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.


Goal Management

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

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

DemandFarm Reviews and Ratings - May 2025

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

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 - May 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 - May 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

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 - May 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

Chorus AI

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 - May 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

Salesloft is a powerful sales engagement platform that aims to help sales teams drive in more revenue and achieve their goals. The platform provides a range of features to streamline sales activities, including customizable email templates, pipeline management, sales performance dashboard, call recording, and lead management. With Salesloft, sales teams can execute all their digital selling tasks, communicate with buyers, gain insights, and receive coaching to win more deals. It offers integrations with third-party applications like Gmail, Slack, and Zoom Meetings to improve collaboration and productivity.

Salesloft Alternatives and Competitors. Best Alternatives for Salesloft are Aviso, CustomerSuccessBox, Kapta, Altify, & People AI

Salesloft Alternatives & Competitors - May 2025

Salesloft is a sales engagement platform that provides a variety of functionalities to help sales teams drive revenue and achieve their goals. It offers a one-stop-shop for sellers and managers to execute all the digital selling tasks, communicate with buyers, gain insights, and receive coaching to win more deals.

The platform&#39;s multi-channel messaging capability is a key feature that allows users to orchestrate every call, email, meeting, and interaction through one platform. This feature ensures that all activities are automatically synced to the user&#39;s CRM, providing a comprehensive view of your interactions with prospects and customers.

Salesloft also offers sales call transcription, analysis, and coaching that are built into the platform and connected to all workflows. The coaching features help users identify areas for improvement, provide feedback on their performance, and develop strategies to overcome common sales challenges.

The platform provides comprehensive analytics tools that enable users to gain valuable insights into their sales performance. With these tools, users can track their progress towards revenue goals, refine their strategies for greater success, and predictably generate revenue. Salesloft also offers complete visibility into reps&#39; activities at a glance, allowing users to know what&#39;s working and what&#39;s not and providing insights to help set strategy and drive alignment to predictably generate revenue.

Salesloft is a highly useful tool for any sales team looking to improve their performance, streamline workflows, and achieve their revenue goals. Its user-friendly interface, automation capabilities, and comprehensive analytics tools make it an indispensable resource for sales professionals in all industries. With Salesloft, sellers can engage with prospects and customers more effectively, gain valuable insights into your sales performance, and achieve greater success in your sales efforts.

Key Highlights of Salesloft

<ul>
	<li>Sales Acceleration: Allows users to automate repetitive and time-consuming sales tasks, such as prospecting, email outreach, and follow-up. This enables sellers to focus on building relationships and closing deals instead of spending their time on manual tasks. It also provides insights into how buyers are interacting with outreach efforts, allowing teams to adjust strategies and achieve better results.</li>
	<li>Sales CRM: Provides a centralized platform for managing customer relationships, tracking sales activities, and monitoring pipeline performance. This feature helps sellers and managers stay organized and keep track of your interactions with prospects and customers.</li>
	<li>Sales Forecasting: Provides users with a real-time view of their sales pipeline and the ability to accurately predict future revenue. By analyzing data such as deal size, stage, and close rate, users can make informed decisions about their sales strategy and allocate resources accordingly. This helps sales teams achieve their revenue targets and optimize the sales process. Sales leaders can use this feature to identify potential revenue gaps, adjust the strategy accordingly, and set realistic revenue targets for the future.</li>
</ul>

Benefits of Salesloft

<ul>
	<li>Increased revenue: Salesloft helps sellers and sales teams to drive more revenue by streamlining workflows and providing insights and coaching for better performance.</li>
	<li>Multi-channel messaging: Users can orchestrate every call, email, and interaction through one platform, simplifying communication with buyers.</li>
	<li>Sales call analysis and coaching: Salesloft offers sales call transcription, analysis, and coaching for complete visibility into reps&#39; activities and feedback on their performance.</li>
	<li>Comprehensive analytics: Users can track their progress towards revenue goals, refine their strategies, and predictably generate revenue with Salesloft&#39;s analytics tools.</li>
	<li>Improved strategy and alignment: Complete visibility into reps&#39; activities allows for improved strategy and alignment, leading to greater success in sales efforts.</li>
</ul>

Salesloft provides three subscription plans, namely Essentials, Advanced, and Premier, but their pricing is not publicly available. Users must contact Salesloft&#39;s sales team to receive pricing information. Although there is no free trial, users can request a free demo, which is only available with the Essential plan. Salesloft integrates with various third-party applications, including Slack, Gmail, Zoom Meetings, GoTo Meetings, Webex, Microsoft Outlook, Okta, Duo Security, and many more.

Allows sales reps to see when a prospect opens an email, clicks on links, and downloads attachments.

Email Tracking

Helps to move prospects through different stages, view the status of deals, and set reminders for follow-ups.

Shows key metrics like the number of calls made, emails sent, and deals closed, allowing managers to track.

Sales Performance Dashboard

Sales reps can record their sales calls with prospects and review them later to identify areas for improvement.

Schedule emails to be sent at a specific time and date, ensuring that prospects receive them at the right time.

Email Scheduling

Automatically transcribes sales calls, making it easy for reps to review and identify areas for improvement.

Call Transcription

Salesloft

<ul>
	<li>Prospect Management</li>
	<li>Rep Coaching and insights</li>
	<li>Conversational intelligence (Trial offer)</li>
</ul>

Essentials

<ul>
	<li>Prospect Management</li>
	<li>Rep Coaching and insights</li>
	<li>Conversational intelligence</li>
	<li>Opportunity Management</li>
</ul>

Advanced

<ul>
	<li>Prospect Management</li>
	<li>Rep Coaching and insights</li>
	<li>Conversational intelligence</li>
	<li>Opportunity Management</li>
	<li>Forecasting &amp; revenue management</li>
</ul>

Premier

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

Salesloft Pricing and Packages For 2025

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

Salesloft Reviews and Ratings - May 2025

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

About Salesloft - 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 - May 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 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 - May 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

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 - May 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.

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

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 - May 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

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 - May 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  

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 - May 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 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.

Planhat

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

Planhat Overview

Overview

Reviews

Pricing

Alternatives

About Planhat

Planhat Features

Planhat Competitors

Planhat Ratings and Reviews