Compare RocketBolt vs Workteam Planner vs Cliently

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Software Description:

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

Software Description:

Workteam Planner provides teams with an incredibly visual way to collaborate together on projects. With just a few clicks you can create a new plan, build a team, assign tasks and keep everyone up-to-date with the progress of work.

Using standard social features, such as comments, likes and mentions, users can collaborate around individual work items to ensure great outcomes.

Burn-up charts give an instant overview of team progress and an estimate of when the project will complete.

Fully customizable fields and views let you easily represent your team's projects, plans or deliverables.

Workteam Planner is the perfect planning and progress tracking tool for any industry. From creating a marketing plan, to communicating your company goals, to managing your team's sprint.

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:

  • Task Scheduling/Tracking
  • Dashboard
  • Data Visualization
  • Forecasting
  • Project Management
  • Notifications
  • Multi-User

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:

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Summary:

  • Organize work into buckets representing different categories or phases of work.

  • Keep the entire team up to date with project status.

  • Uses standard social features, such as comments, mentions and likes to let employees collaborate on individual work items.

  • See a visual representation of progress and an estimate of when a project will be completed.

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: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

Basic

$3.00
1 user(s) / month
Included in plan:
  • Workteam planner

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:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, there is an online user guide and customer support is provided by email during normal business hours.

  • What is this service generally used for?
  • Workteam is a great tool for planning, task assignment, tracking, collaborating and estimating completion of projects.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. It supports a full organization hierarchy structure and any number of defined virtual teams.

  • What are some applications this service is commonly used in tandem with?
  • Marketing campaign planning
    Design agency planning
    Ideas generation
    Team task assignment

  • What platforms does this service support?
  • Web app, compatible with mobile browsers.

  • Who are the main user groups of this service?
  • Any sized organization that wants to empower their teams to collaborate more effectively in order to get things done.

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:

Founded:
-
Based in:
San Francisco
Employees:
-
Likes:
Followers:
5.08k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
79
Followers:
20

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

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

Other:

Who uses Workteam Planner
  • Startups
  • SMEs
  • Agencies
  • Enterprises
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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