Compare Proposeful vs KiteDesk vs Cliently

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Crozscore:

77%
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25%
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Crozscore:

68%
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30%
interest falling
Proposeful screenshot view 3 more KiteDesk screenshot view 5 more Cliently screenshot view 3 more

Software Description:

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

Software Description:

KiteDesk provides smarter sales prospecting software, overcoming the #1 challenge salespeople face -- a lack of qualified leads. Picture, with KiteDesk FIND, an all-in-one Lead Generation Platform with up-to-date contact and account data, where you can quickly create Lead Lists on-demand.

Then, with KiteDesk FLOW, your sales team will reach out to the right people at the right time with the right message--all prioritized by our intelligent and auto-adjusting ToDo queue. Lead Management has never been this easy-- or this effective. Its lead generation at scale, where the hardest part of sales is made more powerful than ever before.

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:

  • Multi-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • Conversion Tracking

Features:

  • Data Import
  • Audience Targeting
  • Contact Management
  • Data Export
  • Contact Sharing
  • External Integrations
  • Data Visualization
  • Email Integration
  • Lead Scoring
  • Referral Tracking
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Multi-User
  • Notifications
  • Lead Management
  • Google Apps Integration
  • Customer Management
  • Dashboard
  • Calendar Management
  • Scheduling

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:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Summary:

  • SMARTER SALES PROSPECTING

  • 300 Leads Per Month Included

  • Account-Based Sales Prospecting

  • Ideal Customer Profile Builder

  • On-Demand Data Marketplace

  • Multiple Data Providers

  • Upload & Enrich

  • Chrome Extension

  • Easy Data Export

  • Email Guessing

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:

  • Starting from: $75.00/month
  • Credit card required: N/A
  • All plans billed annually

KiteDesk FIND

$75.00
user(s) / month
Included in plan:
  • Bulk Lead Assignment
  • Sync to CRM
  • 1-Click Import
  • Email Guessing
  • Easy Data Export
  • Chrome Extension
  • Upload & Enrich
  • Multiple Data Providers
  • On-Demand Data Marketplace
  • Ideal Customer Profile Builder
  • Account-Based Sales Prospecting
  • 300 Leads Per Month Included
  • SMARTER SALES PROSPECTING

KiteDesk FIND + FLOW

$125.00
user(s) / month
Included in plan:
  • Conversion Rate Optimization (Sales)
  • Configurable Recipes
  • Controlled ToDo’s
  • Communications Sequencing
  • Coordinated FLOWs
  • Mapper – Lead Routing, Rules, Triggers
  • Calendar – Scheduler
  • Metrics Dashboard
  • Phone / Dialer
  • Email Suite
  • Prospect Lists
  • Consolidated View Includes:
  • All-in-One Lead Gen Platform
  • COMPREHENSIVE SALES DEVELOPMENT SOFTWARE

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:

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes; Lead assignment, routing, triggers. Management Dashboard, Analytics. Email Templates, Phone Script sharing.

  • Who are the main user groups of this service?
  • Sales Teams who want to increase revenue.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce
    Google Apps
    Microsoft Office
    Linkedin
    Twitter
    Facebook
    G+

  • Does this service offer an API?
  • Not public.

  • What platforms does this service support?
  • SaaS software; Runs in any web browser. Chrome Extension available.

  • Does this service offer guides, tutorials and or customer support?
  • Yes-- Trained Customer Support available via Chat, Phone, Online Meeting.

  • Does this service integrate with any other apps?
  • Salesforce
    Google Apps
    Microsoft Office
    Twilio
    InsideView
    ZoomInfo
    NetProspex
    Toofr

  • What is this service generally used for?
  • By combining a Sales Intelligence solution (KiteDesk FIND) with an All-in-One Sales Development platform (KiteDesk FLOW), the company enables sales teams to find and engage intelligently with the right prospects at the right time.

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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Other:

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English, Portuguese
Regional Restrictions:
No restrictions.

Other:

Who uses KiteDesk
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
Works in English-speaking countries.

Other:

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