Compare Quote Roller vs Salesflare vs Cliently

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Salesflare is an intelligent sales CRM that fills out itself so its users don’t have to. It thinks for you so you can think for your customers.

No more manually inputting data. From the start, Salesflare automatically collects everything about the people you’re in contact with (from stuff like social media, email signatures, company databases) and will keep track of all their interactions with you (phone, email, calendar). You just have to write the emails, make the calls and have the coffee.

Salesflare will make sure you’ll never miss a follow-up again. It automatically converts complexity into clear to-do lists from the data it gathers on customer activities and interactions towards you. It will tell you which leads are 'hot' and what to do about it. One quick glance at the pipeline-interface shows you all your opportunities and the stages they’re in.

Salesflare integrates with email clients such as Gmail & Outlook. It works everywhere you work: desktop, mobile and tablet devices. Or straight from your Gmail or Outlook inbox, where it can sit right next to your emails. 400+ other apps such as MailChimp, Slack and Trello can be connected via Zapier. For the techies it has a friendly yet powerful API to go nuts on.

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:

• Project Management
• Third-Party Plugins/Add-Ons
• Task Scheduling/Tracking
• Click-to-Dial
• Call Tracking
• Marketing Automation
• Contact Sharing
• 2-Factor Authentication
• Multi-User
• Dashboard
• Scheduling
• Calendar Management
• Customer Management
• Lead Management
• Lead Scoring
• Data Visualization
• Forecasting
• Data Import
• File Transfer
• Data Export
• Email Integration
• API
• Notifications
• Google Apps Integration
• Contact Management
• External Integrations
• File Sharing

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:

• Built in workflow management

• Discount and margin calculations

• Automatic tags

• Centralized product catalog

Summary:

No key features associated with this application.

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.

FAQs:

No FAQs associated with this application.

FAQs:

Does this service integrate with any other apps?

• Salesflare seamlessly integrates with Gmail, Google Drive and Google Apps. It's also very friendly with Zapier, enabling it to integrate with 400+ productivity apps such as MailChimp, Trello, Slack and many more.

Does this service offer an API?

• REST API for the win!

What are some applications this service is commonly used in tandem with?

• Salesflare will be best friends with your Gmail or Outlook inbox; from there on out, it can be connected to a lot of other great apps to help your workflow via Zapier. Some common examples include MailChimp, Trello and Slack.

What is this service generally used for?

• Salesflare is used for sales flow automation and sales pipeline management.

What platforms does this service support?

• Salesflare works everywhere you work: desktop, mobile and tablet devices (native iOS and Android apps).

Does this service offer guides, tutorials and or customer support?

• Online support, phone support and whatever way you want to get in touch with us. Tutorials, FAQs and how-to-videos in the making.

Does this service offer multi-user capability (e.g. teams)?

• Salesflare is all about teamwork.

Who are the main user groups of this service?

• Ambitious sales teams in startups and small-to medium-sized businesses.

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.

Publisher:

Publisher:

Publisher:

Other:

Other:

• Freelance
• Startups
• SMEs
• Agencies

• Web App
• Windows
• Macintosh

• iOS
• Android

Other:

• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App