Professional Services

An All-in-One Sales and Marketing Platform built for Professional Services: Advertising agencies, Law firms, Accounting firms, Architecture firms, Engineering firms, Contractors, IT consultants and Management consultants.

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Everything you need for client acquisition and retention

Attracting and developing new business is a top concern for professional services firms. CRM and Marketing Automation systems are becoming as fundamental to the success of these firms as is a website. It’s no longer good enough to depend on referrals and word of mouth advertising. Firms need to have an efficient and predictable method of new customer acquisition.

Account Based Platform

Target new accounts and service existing clients using the only solution built for account based sales, marketing, and service.

Unlimited Users and Roles

Give Sales, Marketing, and Customer Service the tools they need to grow your business in a single, unified platform. Add as many users as you want without increasing your bill

All-Bound Sales Channels

Focus on outbound sales, manage your inbound leads, and grow your existing accounts with GleanView’s unique “All-bound” solution.

Marketing Automation

Transform the way you communicate with your prospects and customers by using powerful campaigns and automations with a simple drag-and-drop email builder.

Our Users Love Us!

Marc Parker

Vice President of Marketing
at APC Brands, Inc

“We used Salesforce for over three years for multiple organizations within APC Brands. Switching to GleanView will save us over $20,000 annually! GleanView matches up very well to Salesforce functionality-wise and is second to none when it comes to customer service. With this transition, we will not sacrifice any functionality and still realize huge cost savings!”

Jay-Paul Thibault

Digital Marketing Director
at BYO Recreation

"We are a three person marketing team that is tasked with generating and passing hundreds of qualified leads to our sales team each month. We are able to accomplish this with a relatively small budget with the help of GleanView. It is very easy for us to build, deploy, and test marketing campaigns without needing coding knowledge."


Key Integrations

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Our Users Love Us!

GleanView has been rated both a High Performer CRM and a Top 20 Most User Friendly Marketing Automation.

G2 High Performer Badge G2 High Performer Capterra Top 20 Capterra 5 Star Reviews