
Cirrus Insight has been supporting over 50,000 customer-facing teams globally for over a decade. The platform captures every customer interaction and uses AI to automatically sync data to Salesforce, eliminating manual CRM entry. Key features include Salesforce email and calendar synchronization, meeting scheduling automation through Smart Scheduler, buyer signal tracking, conversation intelligence with meeting summaries, and AI-powered sales agents for proposal drafting and competitive positioning. The platform saves sales reps 11.5 hours per week on administrative work and increases meeting bookings by over 60%.
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AI-native mortgage technology for digital loan processing
Founded
Starting Price
Zeitro is an AI-native mortgage technology company that provides digital software solutions for mortgage professionals, including loan origination, pre-qualification automation, and AI-powered scenario analysis.
One-way video interviewing platform for asynchronous candidate screening at scale
Founded
Willo is a video-interview platform enabling growing companies to screen amazing candidates at scale. Founded in Glasgow, Scotland in 2018 and trusted in 150 countries, it allows candidates to record video responses asynchronously instead of scheduling live phone screens.
The AI-Powered CRM Workspace for Financial Advisors.
Founded
G2 Rating
Wealthbox is a modern, intuitive customer relationship management platform for financial advisors that combines simplicity with powerful features to help advisors manage client relationships, streamline operations, and grow their businesses. Launched in 2014, it ranks as the #1 CRM in wealthtech on G2.