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AI personal assistant
Sybill is an AI personal assistant designed for sales teams. It automates CRM updates, crafts follow-up emails, and provides insights from customer interactions. It can generate accurate and human-like call summaries, sync with CRM platforms, analyze participant body language during calls, and provide conversational AI for automatic call notes, sharing, and analytics.07 Mar 2023Readmore -
AI-powered lead generation
BrokerSpot is a lead generation platform powered by AI that helps real estate agents generate quality leads.25 Dec 2023Readmore -
AI Tools
Upwex.io is a browser extension that utilizes AI technology to enhance the results and success of freelancers and companies on the Upwork platform. It offers various AI-powered tools such as job rating, proposal generation, Q&A assistance, analytics and reporting, deal management, and integration with Pipedrive CRM.24 Jun 2023Readmore -
Sales acceleration
MidFunnel is a sales acceleration platform designed to help sales teams manage and accelerate their deals, particularly in the mid-funnel stage. It automates personalized follow-ups, prioritizes tasks, and provides insights into deal progress. MidFunnel aims to improve sales team productivity, increase conversion rates, and ensure no opportunity is missed by providing tools for methodical prioritization, modular emails, meta templates, and motive signals.20 Mar 2025Readmore -
CRM
Intapp DealCloud is a purpose-built platform designed for the collective intelligence of professionals, particularly in financial and professional services. More than a CRM, it serves as a single source of truth to manage relationships, track and forecast pipeline, and streamline execution. It offers solutions for relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management. Intapp DealCloud also provides industry-specific solutions for accounting, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.07 Aug 2024Readmore -
AI
Intapp leverages AI and Microsoft Azure to help professional and financial services firms discover, win, and execute new business. Trusted by over 2,450 firms globally, Intapp empowers your team, strengthens client relationships, and reduces risk. Intapp provides AI-powered software solutions for professionals, offering products and solutions across various industries like accounting, consulting, corporate, investment banking, legal, private capital, and real assets. Their offerings include deal and relationship management, compliance solutions, time management tools, and collaboration platforms.10 Aug 2024Readmore