e2Value

e2Value provider of web-based Insurance-to-Value software and the industry innovator with a patent for our technology. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM and Financial Services. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

e2Value is based in Stamford, Connecticut and around since 2000. More on e2value.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. A short pilot with your real data tells you more than any demo.

If you have worked with e2Value, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.