Fullcast Plan vs Regie.ai

Fullcast Plan is a web-based revenue platform for territory planning, quota planning, and scenario planning. It supports complex territory models using multiple metrics and KPIs, with Fullcast saying plans can be created in as little as 30 minutes. Forecast dimensions include workload, ratio, potential, budget, and funnel conversion, alongside financial forecasting and scenario planning. Fullcast says new plans and adjustments can be deployed within 30 days. Its Salesforce integration synchronizes data in both directions, including custom fields and objects, and can update account ownership, territory details, account teams, and quotas. Routing covers leads, accounts, and opportunities with SLA-based logic, holdouts, rules, and audit logs. Listed integrations also include ServiceNow, Microsoft Dynamics, Workday, Microsoft SQL Server, Azure storage and database services, and AWS services. Security information includes SOC 2 and GDPR compliance, encryption at every stage, record-level permissions, role-based access, multi-factor authentication, audit trails, SIEM integrations, and data model change history. Pricing is on request, and there is no free plan.

Regie.ai makes RegieGO, a web workspace for sales prospecting that brings contact sourcing, call preparation, email drafting, and follow-up together. It learns a seller’s voice and company pitch, finds account-specific reasons to reach out, and drafts personalized messages. Prospecting plays coordinate phone, email, and LinkedIn touchpoints. The dialer supports local presence, Do Not Call enforcement, and up to nine lines. RegieGO sends through connected Gmail or Outlook accounts; connecting a mailbox can also show calendar meetings in the workspace. CRM connections include HubSpot, Salesforce, and Monday CRM, with one CRM per workspace. Drafts can draw on Gong or Attention call transcripts and Seismic approved content. Contact enrichment uses multiple providers and deducts a credit only when a provider returns data. The free plan includes 250 one-time credits per person, shared by up to 10 people. Pro is $49/mo with monthly billing or $41/mo with annual billing; Team is $125/seat/mo annually, with two seats minimum. The service is intended for US-based business use and processes personal information in the United States.