| Price from | — | $10/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 6 |
| Spec score · Sales Enablement Software | 8.1 (#9) | 8.7 (#3) |
| AI coaching | The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers. | AI coaching supports practice role plays, personalized feedback, scorecards, and recommendations for improving sales conversations. |
| Founded | 2011 | 2013 |
| Headquarters | Vienna, Virginia, United States | San Francisco, California, United States |
| Integrations | The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot integrations, and says it supports additional integrations. | Standard integrations include Salesforce, Box, Google Drive, Dropbox and SharePoint; the Chrome extension also connects Gmail and Salesforce opportunities. |
| Intended users | The FAQ names business and commercial banking teams, treasury-management sales teams, small-business branch staff, and insurance producers and account teams as users. | SalesHood describes its customers as companies and its platform as supporting revenue and go-to-market teams across the customer journey. |
| Purpose | 9Lenses helps financial institutions turn business-client interactions into structured consultations that uncover needs and support solution-based selling. | SalesHood describes its platform as sales enablement software for activating content, developing seller readiness, personalizing selling, and measuring impact. |
| Security | The platform page describes data protection, role-based access controls, privacy by design, and a secure platform; it also labels the platform GDPR Ready. | The Security Portal lists CCPA, EU-US DPF, ISO/IEC 27001, and SOC 2 compliance resources, with access to some security documentation available by request. |
| Support | The contact page lists [email protected] for help and [email protected] to talk with sales. | The pricing comparison lists standard 24/7 email support, with priority support and customer success options shown by edition. |
