9Lenses
9Lenses: Guided selling for financial institutions that need structured, advisory-led client conversations. Ranked #30 of 32 in Sales Enablement Software by our editors (6.4/10); pricing: Pricing on request; best for advisory-led guided selling.
At a glance
- Editor score6.4 / 10
- PricingPricing on request
- Best forAdvisory-led guided selling
- Sales playbooksYes
- Founded2011 · Vienna, Virginia, United States
- Facts checked22 Sep 2026
Where it wins
- Configurable questionnaires, scorecards, scoring, and recommendation engines
- AI Sales Assistant suggests client-specific coaching and next actions
- Integrates with Salesforce, Dynamics 365, HubSpot, Marketo, and Pardot
Where it doesn't
- Focused on financial institutions and advisory-led selling
- Role-play and engagement analytics are not core strengths
- Pricing requires contacting sales
Our verdict on 9Lenses
9Lenses is a cloud-based sales enablement platform for banks, insurers, consultants, and other financial institutions. It is designed for enterprise and mid-market teams serving small and middle-market businesses, with tools for client discovery, cross-selling, relationship management, and advisory-led sales. Digital questionnaires collect client information, while scorecards, recommendations, consultation plans, and relationship roadmaps help structure follow-up conversations.
Its ecosystem fit is a practical strength for organizations already working across CRM and marketing systems. 9Lenses integrates with Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot. Workflow automation adds invitations, reminders, and role-based alerts, while the Advisory Hub brings client engagement, resources, and content into the broader advisory process. The web platform is deployed in the cloud, with email and phone support and GDPR listed in its compliance coverage.
The standout capability is the combination of configurable advisory logic and AI-supported sales guidance. Teams can define scoring and recommendation engines, create personalized client scorecards, and provide sales representatives with client-specific coaching and recommended next actions. This makes 9Lenses a strong fit where guided discovery and tailored recommendations matter more than open-ended selling. Organizations seeking a narrower advisory workflow may find its focus appropriate; teams prioritizing extensive role-play or engagement analytics should consider a product centered more heavily on those areas.
Your product? Our editors can test 9Lenses in depth and publish a review, labelled as paid · from $149/mo →
9Lenses pricing
9Lenses fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Sales playbooks | Yes |
| Readiness assessments | Yes |
| Coaching and feedback | Yes |
| AI role-play practice | Not verified |
| Content guidance | Yes |
| Engagement analytics | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Phone |
| Built for | Enterprise, Mid-market (editorial estimate) |
| Integrations | 5 integrations: Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, Salesforce Pardot |
| Pricing | Pricing on request |
| Website | 9lenses.com |
| Facts checked | 22 Sep 2026 |
9Lenses integrations
9Lenses lists 5 integrations on its own site.
- Salesforce
- Microsoft Dynamics 365
- HubSpot
- Marketo
- Salesforce Pardot
Alternatives to 9Lenses
- HighspotHighspot combines governed content, buyer engagement, sales plays, and AI coaching.9.4
- ShowpadA broad enterprise suite spanning content, readiness, coaching, buyer engagement, and analytics.9.3
- AllegoA broad, mobile-ready enablement suite for large sales organizations.9.2
See all 9Lenses alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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