Most of our client communication happened via email, slack and g'chat until I found Aligned. Conversations were easily lost, both parties lost track of important tasks and, most importantly, it was just too much email to keep track of. Now we handle onboarding and ongoing client management in Aligned. Each customer has their own space, which we create from a template. The analytics is great and really helps us see in between calls.
Recapped - Close deals and onboard your clients in record time
Upcall - Upcall enables you to crowdsource your outbound calls. Collaborate with 1000+ on-demand callers worldwide for sales, marketing and customer support calls. Free trial.
Dock.us - Sales deal rooms, onboarding plans, and client portals that customers love.
Vipor CRM - Relationship management. Redesigned.
GetAccept - GetAccept is a Sales tool for electronic signatures and sales document automation.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.