Compare Flow XO vs Kotive vs Cliently

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Software Description:

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

Software Description:

"Makers" design custom-made taskflows that consist of tasks strung together by conditions with the aim of achieving a goal. Conditions influence and control the flow from one task to the next.

Example taskflows: request for leave, ask for a quote from movers, interactive storybook and manage the crowdsourcing translation of a book. The permutations are limitless considering the combinations of Makers, their unique taskflow apps and the niche markets they service.

Team leaders design taskflow apps to automate "shadow business processes" for their teams. Entrepreneurs design and resell taskflow apps to solve needs within niche markets. Small business owners design taskflow apps to convert to e-business processes and become more competitive.

Software Description:

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

Features:

Features:

Features:

  • Social-Media Integration
  • Scheduling
  • Dashboard
  • Calendar Management
  • Google Apps Integration
  • Lead Management
  • Marketing Automation
  • Email Integration
  • External Integrations
  • Data Export
  • Contact Management
  • Data Import

Summary:

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Summary:

  • Disposable software: taskflow apps are quick to create, therefore you can design solutions for temporary events and discard them afterwards.

  • Adaptive taskflows: design complex and non-linear taskflows.

  • Advanced taskflows without programming: drag-and-drop tasks into a flow, set their properties and conditions to control its flow and then run the taskflows.

  • Invite team members: add teams and invite people to use your taskflow app.

  • Business-in-a-box: create unique taskflow apps and sell them to niche markets at prices you set.

  • Design-as-you-go: as processes and needs evolve, you can extend and modify taskflows as you go.

Summary:

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

Pricing:

  • Credit card required: N/A
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

FAQs:

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, the Maker has full control over organizations and teams, how they are structured and who has access to which. Access to tasks and taskflows can be fine-tuned using custom roles.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, our detailed "how-to" guides, videos and growing list of taskflow recipes make it easy to get started with Kotive and we offer in-app customer support.

  • Does this service offer an API?
  • Yes it does.

  • Who are the main user groups of this service?
  • Entrepreneurs, Software developers, Designers, Business analysts, Marketing agents, Managers, IT specialists & Small business owners.

  • What is this service generally used for?
  • The Maker creates custom taskflow apps, invites team members to join and use it. Alternatively the Maker runs it as a SaaS business and resells their taskflow apps to customers in a niche market.

  • What platforms does this service support?
  • Kotive is web-based.

FAQs:

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

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Regional Restrictions:
No restrictions.

Other:

Who uses Kotive
  • Freelance
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Cliently
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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