Best Sales Force Automation Companies in New South Wales, Australia

Provider of wealth management CRM software for financial advisors. It offers a platform designed to address the specific challenges faced by financial advisory firms. The software includes features such as automated task management, compliance tracking, an open API for integrations, pipeline management, and workflow automation tools. It also provides robust reporting and analytics capabilities to support data-driven decision-making. The platform is designed to enhance client relationships through improved communication and personalized service. Development incorporates client feedback to ensure the software meets the evolving needs of the industry.

Funding rounds

• Jan 2020Series B$16.3M
• Aug 2018Series A$2.2M
• Sep 2015Seed$1.3M

Founders & team

Emily WilcoxCo-Founder & COOAdrian JohnstoneCo-Founder & CEOGlenn ElliottCo-Founder

Investors

Updata, EVP, Microequities, Salesforce Ventures

Tech stack

6SenseAmazon SesAmazon Web ServicesApple Icloud MailAutoptimizeCloudflare

Qwilr is a cloud-based proposal and quote software for B2B sales. The solution provides editing, quoting, media embedding tools, and a library of free images and templates to assist in building business documents. The web pages are data-rich, interactive, and dynamic. They can be saved, copied and reused like a document in addition to working across devices. The documents allow clients to accept, e-sign and pay from within documents. Allows integrations to CRM and accounting apps. Provides analytics and security tools. The product is available on a subscription basis.

Avoka is the Digital Sales Enablement Company and helps to manage customer-facing transactions. It caters to customer experiences for complex transactions like loans, credit card applications, insurance claims, or enrolling for a government product or service. Their suite of Avoka Transact products allow organizations to manage and control multi-channel digital transactions; replace paper, PDF and web forms with applications that integrate all sales channels and improve customer experiences. Provides a field data collection tool to field service with mobile forms, custom data fields and open account or apply for loans.

Provider of lead generation and CRM tools for mortgage brokers. It offers a platform designed to streamline operations, improve client outcomes, and increase business. The system includes features such as lead generation systems, chatbot and SMS automation, AI-powered document management, and CRM integrations. Various pricing plans cater to different brokerage sizes, offering scalable solutions with features like custom branding and API access. The platform aims to enhance efficiency and client experience within the mortgage broking industry.

NurtureCloud offers cloud-based sales management software for the real estate industry. The solution utilizes propensity modeling to drive interactions between agents/customers. The company claims that its platform includes buyer and vendor portals which pull data from NurtureCloud, Realestate.com.au and Domain.

Funding rounds

• Feb 2020Series A$3M

Founders & team

Michal KotCo-Founder & CEO

Investors

Ray White

AI-based customer support chatbots and virtual assistance solutions for the insurance industry. Its product line includes Rossie and Maggie. Rossie is a sales agent that guides customers through their research, quotation, application, and payment journey. Maggie is an inquiry assistant that answers customer queries and is capable of generating and qualifying leads.

Developer of voice analytics software for contact centre quality assurance. The software transcribes calls, evaluates performance, and improves quality assurance standards. It analyses customer interactions, reveals compliance gaps, and identifies caller sentiment. The software uses artificial intelligence, natural language processing, and sentiment analysis. It provides insights about team performance.

Funding rounds

• Mar 2018Series A$6.8M

Founders & team

Richard KimberFounder & Board Director

Investors

Alium Capital, Thorney, SpringCapital Investment, Uluwatu Capital, Partners For Growth

Tech stack

ReactStyled-ComponentsGatsbyGoogle Tag ManagerNetlifyHsts

TrustSphere is a provider of sales analytics and forecasting solutions. Its sales analytics product does sales forecasting and can be integrated with Salesforce, and IBM connections. Its Risk analytics product, TrustValut evaluates relationships of interest and monitors potential data leakage. Its people analytics product, TrustView can be used for relationship visualizations and advanced social network analytics on communication data. Its clients are Ramco, ISW, IBM, HP, and Next IT Systems among others.

Provider of AI-powered platform for social selling and lead generation. The platform helps sales teams build relationships and automate personalized outreach. It analyzes brand voice and prospect context to generate messages and comments. The platform also discovers ideal buyers and engages with prospects to build relationships. It provides tools to craft posts and convert engagers into personalized outreach sequences.

Funding rounds

• Jul 2023Seed—

Founders & team

Serena LamFounder & CEO

Investors

Iterative

Tech stack

CloudflareCloudflare Browser InsightsGoogle AnalyticsHttp/3Next.JsNext.Js App Router

Provider of document maintenance solutions for insurance policies. It enables users to keep track of various insurance policies under one platform. Users need to upload the insurance document and get access to a dashboard for managing policies and activities such as insurance review, renewal, and managing claims requests.

Funding rounds

• Jun 2021Seed—

Founders & team

Fabrizia RobertoCo-founder & CEO

Investors

Antler, Byron Ventures

Cloud-based workflow automation and predictive lead generation tool. Its proprietary search query interface optimizes results against granular firmographic and technographic profiling that includes organization, technology, and individual characteristics. It uses an AI algorithm and helps to build targeted prospect lists, find leads that are ideal customer look-alikes, define sales-leading trigger events, and visualize target market data. It is a tool available on the subscription based pricing model.

Funding rounds

• Jun 2018Seed—

Founders & team

Tom RiellyFounder

Investors

Flying Fox Ventures, H2 Ventures, Black Nova

Tech stack

WordpressMysqlPhpBootstrapWp RocketContact Form 7

Cloud-based tool to manage multiple sales channels. The solution helps businesses to list products and sell them across a growing number of sales channels. It allows users to track sales across multiple sales channels in a unified dashboard. Also offers its own marketplace called Zibbet MArketplace for independent artists, makers, and vintage collectors.