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4.51 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(945 Reviews, Testimonials & Expert Opinions)
(945 Reviews, Testimonials & Expert Opinions) - Revenue Intelligence Platform for Customer success, Sales & marketing

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SalesDirector is AI based sales and marketing software tool. It provides solutions for Sales, Marketing, Customer’s Success and CRM data entry.

It identifies challenges with each rep’s pipeline coverage, and gives suggestions on when to generate new pipeline, increase pipeline velocity and more. It consists of Pipeline risk meter and AI-enhanced pipeline projections. It connects Marketing Campaigns, Leads and Contacts to dollars. It gives statistics, opportunity attribution and Revenue Attribution.

It provides automatic identification and record all customer engagement, including Product Usage, Support Tickets. It captures all interactions between sellers and buyers without requiring reps to remember to tag emails or interact with any App. It would provide interactions with Email, meeting, call, SMS, activity tracking, Contact auto creation & Opportunity association and fill in custom CRM opportunity fields.

Peer and Expert Opinions


Increase sales & revenue and Scale best practices are the most popular goals peers achieved using .

Other goals:

  • Enhance customer relationships
  • Improve internal communications
See all goals See less goals


It is the best suited for e-mail, phone calls, text SMS, channels.

Other channels:

  • chat
  • Slack
See all channels See less channels


Peers recommend forecasting, coaching, engagement management, as the business processes that they have been most satisfied while using .

Read Peer and Expert Experience for Business Use Cases


Coaching With Text sms and Chat and Slack and E mail and Phone calls

Engagement management

Engaging and following up

Lead engagement With E mail

Communication management With E mail and Phone calls

Tracking & monitoring communications With E mail and Phone calls

Contact list management

Creating contact list

Enriching contact list

Opportunity management With E mail

Account management

Campaign management With E mail

Lead analytics

Buyer engagement

Lead tracking

Deal management

Discount management

Promotion management

Generation of new leads

Influencer marketing

Pipeline management

Performance management

Lead qualification

See allless Activities

Popular Business Setting

Top Industries

  • Computer Software
  • Management Consulting
  • Real Estate

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Peers used to Increase sales & revenue and Scale best practices

Verify if it works for you

IT and Other Capabilities

  • Low
  • Medium
  • High


Data Export

Data Import


24/7 Support

Email Support

Chat Support

Phone Support


AI Powered


Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for

First 5 Reports are Free

Vendor Profile Details

Company Name
HQ Location Irvine, CA 92620, US
Employees 11-50
Financials Private