Best Sales Force Automation Companies in Dallas, United States

Trapol8 is an AI-native platform that automates due diligence questionnaire (DDQ) and RFP responses for investor relations teams at hedge funds, private equity firms, mutual funds, and real estate funds. The platform reads a firm's documents and past questionnaire responses to draft accurate, compliance-ready answers to new due diligence questionnaires. A built-in, email-based approval workflow routes responses to legal, compliance, investment, and technology reviewers before delivery to investors. The platform supports DDQs in Word, Excel, and PDF formats, and offers a browser extension for web-based questionnaire portals. Every approved answer is saved and referenced by the AI for future responses, so the platform gets faster and more accurate with each questionnaire completed. Founded in 2023 by Bob Gates, who previously founded Landdox (acquired by Quorum/Thoma Bravo/Francisco Partners). Headquartered in Dallas, TX.

Funding rounds

• May 2023Seed$975K

Founders & team

Bob GatesFounder

Cien is an AI-enabled sales forecasting tool for businesses. It automatically analyzes the sales data to predict revenue outcomes and detect problems. It also allows managers to measure rep performance and give suggestions on improvement. The product is available on a subscription basis. It has been rated 4.8 out of 5.0 stars on Salesforce Appexchange. Notable clients include Printsome, Compettia, Tiller, and more. The company also provides CRM enhancement services.

Funding rounds

• May 2019Seed$3.5M
• Feb 2018Seed—
• Feb 2017Seed$1M
• Dec 2016Seed$915K

Founders & team

Robert KällCEO / Co-FounderBenjamin StrumCTO / Co-founder

Investors

Elaia, Living Mountain Capital

Tech stack

BetterdocsBetterdocs PluginBootstrapCloudflareContact Form 7Core-Js

Cloud-based platform offering field sales engagement software. The platform offers a mobile application that helps with tracking sales activities of the door-to-door, direct, and outside salespeople. The app allows members to track every door knock, manage prospecting stats and add leads. Features include customized workflow and questions, real time tracking of sales reps, streamlined sales tracking, and automatic syncing with the platform in the cloud. Notable clients include Apex and Renewal.

Contact management application for sales teams. The platform syncs contacts from multiple channels and allows the sales rep to manage them using a single dashboard. It shows real time updates on the contact's social and professional profile.

Funding rounds

• Nov 2013Seed$680K
• Dec 2012Seed$1.1M

Founders & team

Jonathan FeldEx Co-FounderRick PorterEx Co-Founder

Platform offering SaaS driven CRM and automated marketing solution for real estate professionals. The platform provides real estate agents with CRM and an automated marketing suite to build relationships, drive sales and manage day to day tasks. It enables clients in engaging with customers by providing branded marketing templates, personalized emails, texts, and social posts. It enables integrations with platforms such as Facebook, Google, Okta, Twilio, Dropbox, etc. Sothebys International Realty, KW, Douglas Elliman, and Stapp are some of its clients. Its application can be downloaded from App Store and Google Play Store.

Funding rounds

• Mar 2016Seed$2M

Founders & team

Shayan HamidiFounder & CEO

Investors

Hangar Ventures, ward.ventures, Interlock Partners

Tech stack

AppcuesBranchCloudflareContentsquareCore-JsGoogle Maps

Orange Leap (formerly known as MPower) offers software-based solutions for non profits that strengthen relationships with constituents and other nonprofits. With access to the software’s source code, Orange Leap’s community collaborates on developing and sharing advanced constituent management technology and practices. Orange Leap manages donor and constituent relationships, processes donations and tracks gift history; and automates fundraising and marketing communications. Backed by the Texas-based Affinity Angel Investment Fund I associated with the Baylor Angel Network (BAN).

Funding rounds

• Aug 2013Series A—

Founders & team

Randy McCabeFounder & CEO

Investors

Baylor University, Bridges Capital Partners

Mortgage CRM solution optimizing processes, boosting ROI, and enhancing team collaboration. It is a revolutionary, intelligent, end-to-end mortgage business solution providing visibility and marketing automation. It drives return on investment in every facet of the mortgage business. The platform offers cloud-based access, enabling users to stay connected via smartphone or tablet. Features include social media integration, internal communication tools, and a customizable management dashboard. The ready-to-use marketing platform spans traditional and modern methods, keeping users in front of prospects, partners, and clients. It supports integration with loan origination software, eliminating duplicate data entry. Designed by lending mortgage performers, it streamlines loan progression and processes. The solution optimizes internal processes, freeing up time for sales initiatives. It equips loan officers to work effectively, close more loans, attract referrals, and increase profitability. It offers specialized tools and resources to support every position within a mortgage company, propelling growth.

Funding rounds

• 2013Seed—

Founders & team

Rhett BroussardFounder and CEO