[ OrbitShift Reviews ](https://www.g2.com/products/orbitshift/reviews) [ OrbitShift Reviews ](https://www.g2.com/products/orbitshift/reviews) # OrbitShift Features ##### ## Data Availability (4) Contact Data Availability Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. Company Data Availability Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. Industry Research Availability Does this product offer industry research data that you require? Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy (3) Contact Data Accuracy How accurate and up to date is the contact data? Company Data Accuracy How accurate and up to date is the company data? Technographic Data Accuracy How accurate and up to date is the technographic data? Show More ##### ## Features (8) Lead Builder Ability to create targeted contact lists. Integration to CRM/Marketing Automation Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software. Data Segmentation/Filtering Functionality to filter or segment data from within sales intelligence software Search Offers search tools that allow users to find the data they need quickly News/People Alerts Alerts you to changes happening to industries, companies and people you follow Connections Find the people you know that can introduce you to contacts at prospects Reporting Provides ability to create the reports that meet your business requirements Messaging Provides ability to message contacts directly from within the sales intelligence software Show More ##### ## Platform (11) Internationalization Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. APIs Enables integration to external systems Search Provides users with search tools in order to find the data they need quickly User, Role, And Access Management Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Mobile User Support Allows software to be easily used on multiple mobile devices, including phone and tablet devices Alerts Provides features for email and messaging alerts surrounding contact and company updates Collaboration Allows multiple users to access and collaborate on the platform Compliance Provides features for users to follow domestic and international privacy and data colelction compliance laws Show More ##### ## Document Creation (4) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Administration and Platform (5) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Lead Facilitation (3) Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (1) Coaching Provides real-time coaching to sales representatives. Show More ##### ## Sales Analysis (1) Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## RFP Generation (3) Templates Provide standard templates for different types of RFPs RFX Support other types of requests such as RFB/RFI/RFQ Versioning Track versions of RFP documents and related changes Show More ##### ## Submissions (4) Collaboration Allow multiple users to collaborate on submissions Knowledge Base Maintain a repository or library of content and documents that can be reused Review RFPs can be reviewed by managers before submission Reporting Create real-time reports to compare data trends across processes, RFPs, vendors or profiles Show More ##### ## RFP Response (6) Project Management Tracks the progress of any RFP in real time and set milestones to improve efficiency Content Library Updates, organizes, and stores content of a project Access Assign users, roles, and manage access in order to set tasks and leave comments Automation Automate repetitive and manual tasks, such as auto-filling answers and auto-responses Export Export files or spreadsheets with the ability to format and accomidate images Import Upload files or spreadsheets from multiple sources Show More ##### ## Data collection (5) Natural Language Processing (NLP) Provides NLP features for filtering data collection down to specific data points Data Sources Provides a wide selection of data sources for aggregated news and MARKET data Custom Research Sources Allows users to make custom data collection queries Lead Enrichment Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy Advanced Data Collection Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history, Show More ##### ## Analysis (3) Custom Dashboards Allows users to create custom market intellignece dashboards Reports Allows users to build and export reports for market data Integrations Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Market Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - RFP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Sales Intelligence (4) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Analytics & Performance - AI Proposal Generator Tools (1) Proposal Performance Analytics Tracks win rates, response effectiveness, and content usage across submissions Show More ##### ## AI Response Generation - AI Proposal Generator Tools (4) Continuous Learning from Edits Improves future responses by learning from user edits and approved changes Response Personalization & Tone Control Adapts generated responses to match company voice, tone, and specific bid context Contextual Answer Recommendations Recommends relevant answers based on similar past responses and content library matches AI Draft Response Generation Generates first-draft responses using approved organizational content and context Show More ##### ## Collaboration & Workflow - AI Proposal Generator Tools (2) SME Assignment & Task Routing Assigns questions to subject matter experts and routes tasks for completion Review & Approval Workflows Enables multi-stage review, commenting, and approval of proposal responses Show More ##### ## Document Processing & Extraction - AI Proposal Generator Tools (3) Requirement Identification & Tagging Identifies and categorizes requirements, deadlines, and response types within documents Multi-Format Document Ingestion Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing RFP & Questionnaire Parsing Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires Show More ##### ## Content Management - AI Proposal Generator Tools (3) Governed Content Library Stores and manages approved answers, documents, and knowledge assets for reuse Content Versioning & Approval Controls Tracks content changes and enforces approval workflows for updates Duplicate Detection & Content Optimization Identifies redundant or outdated content and suggests consolidation or improvements Show More ## Top-Rated Alternatives [ ![GTM Workspace - Powered by ZoomInfo](https://images.g2crowd.com/uploads/product/hd_favicon/36867c47db8f838807091d68c3f2f753/gtm-workspace-powered-by-zoominfo.svg "GTM Workspace - Powered by ZoomInfo") GTM Workspace - Powered by ZoomInfo 4.5/5 (8,875) ](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) [ ![Demandbase One](https://images.g2crowd.com/uploads/product/hd_favicon/c774a027c587be17b366c706735319c9/demandbase-one.svg "Demandbase One") Demandbase One 4.4/5 (1,943) ](https://www.g2.com/products/demandbase-one/reviews) [ ![Responsive, formerly RFPIO](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO") Responsive, formerly RFPIO 4.5/5 (1,282) ](https://www.g2.com/products/responsive-formerly-rfpio/reviews) [ View All Alternatives ](https://www.g2.com/products/orbitshift/competitors/alternatives) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ Sales Intelligence ](https://www.g2.com/categories/sales-intelligence)[ Market Intelligence ](https://www.g2.com/categories/market-intelligence) [ Proposal ](https://www.g2.com/categories/proposal)[ AI Proposal Generator Tools ](https://www.g2.com/categories/ai-proposal-generator-tools)[ RFP ](https://www.g2.com/categories/rfp) Show More ##### Explore More [ What platform integrates WhatsApp marketing with CRM systems? ](https://www.g2.com/discussions/what-platform-integrates-whatsapp-marketing-with-crm-systems)[ Leading ipaas providers for app integrations ](https://www.g2.com/discussions/what-are-the-leading-ipaas-providers-for-app-integrations)[ Highest-rated SAP store for efficient service apps ](https://www.g2.com/discussions/highest-rated-sap-store-for-efficient-service-apps) [ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Which solution supports agile and waterfall project methodologies? ](https://www.g2.com/discussions/which-solution-supports-agile-and-waterfall-project-methodologies)[ Pros and Cons Details ](https://www.g2.com/products/orbitshift/reviews?qs=pros-and-cons) Show More [ What platform integrates WhatsApp marketing with CRM systems? ](https://www.g2.com/discussions/what-platform-integrates-whatsapp-marketing-with-crm-systems)[ Leading ipaas providers for app integrations ](https://www.g2.com/discussions/what-are-the-leading-ipaas-providers-for-app-integrations)[ Highest-rated SAP store for efficient service apps ](https://www.g2.com/discussions/highest-rated-sap-store-for-efficient-service-apps) [ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Which solution supports agile and waterfall project methodologies? ](https://www.g2.com/discussions/which-solution-supports-agile-and-waterfall-project-methodologies)[ Pros and Cons Details ](https://www.g2.com/products/orbitshift/reviews?qs=pros-and-cons)