Alternatives to CRMChat

Compare CRMChat alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CRMChat in 2026. Compare features, ratings, user reviews, pricing, and more from CRMChat competitors and alternatives in order to make an informed decision for your business.

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    Pipedrive

    Pipedrive

    Pipedrive

    Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.
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    monday CRM

    monday CRM

    monday.com

    monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.
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    Starting Price: $10/seat/month
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    SalesTarget.ai

    SalesTarget.ai

    SalesTarget LLC

    SalesTarget.ai — AI-Powered Sales Intelligence Operating System Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM — Power Dialer included. SalesTarget.ai is a Sales OS for outbound-driven B2B companies and revenue teams — centralizing every stage of the sales workflow and eliminating disconnected tools. Powered by 840M+ profiles, 150M+ companies, 4,000+ data signals & 50+ premium providers — with real-time intent signals that surface in-market buyers first. Cold Email Outreach — smart sending, warm-up & spintax Power Dialer — auto-sequential dialing from the CRM LinkedIn Automation — InMail, connections & sequences Email Validation — reduce bounces & protect reputation Integrated CRM — pipeline, deals & collaboration AI Co-pilot — launch campaigns via chat One platform. Infinite scale.
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    Starting Price: $49/month
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    TigerLRM

    TigerLRM

    TigerLRM

    TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more. With TigerLRM, you get: Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database. Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook. Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses. Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.
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    Convarza AI

    Convarza AI

    Pronnel Technology

    Convarza AI is a cloud CRM for managing customer conversations across chat, email, and business calls. Teams can manage leads and contacts, review conversation histories, and assign conversations. Features include AI voice agents and chatbots, call flows, shared inboxes, workflow automation, campaigns, and staff follow-up. Agents can use a knowledge base, transfer conversations to a team member, and book appointments. Channels include WhatsApp, Instagram, Facebook Messenger, Telegram, Viber, LINE, SMS, email, and web chat; voice connections can use Twilio, Maqsam, or SIP. Teams can configure channels and calling workflows, connect interactions with contact records and tasks, and automate outreach in the same workspace. It is designed for sales, customer-service, and other customer-facing teams that need to organize multichannel interactions, qualify leads, and schedule appointments.
    Starting Price: $39/month/user
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    kōdlo

    kōdlo

    Reinode Software

    kōdlo is an agent-native sales workspace for B2B teams closing high-ticket deals. The platform combines a modern multi-tenant CRM with a single unified AI agent that lives inside every page of the workspace — always present, always context-aware, ready to act without copy-pasting or tab switching. The agent knows what the user is looking at. Open a contact and ask "what should I do next?" — the answer comes in seconds, grounded in LinkedIn activity, company news, and CRM history. Key capabilities: Multi-Step Deep Research produces citation-rich prospect briefs by running coordinated searches across multiple open sources. Knowledge Hub lets teams upload pitch decks, RFPs, and industry reports and work with them in full agent context. Recurring Scheduling Jobs process entire lead lists autonomously on a set schedule, delivering results to the workspace, Telegram, or Google Chat.
    Starting Price: $49/month
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    Cavyro

    Cavyro

    CherryIT

    Cavyro is an agentic CRM for teams who sell on Telegram. It mirrors your team's real Telegram accounts over MTProto, so every chat, group and channel becomes a contact or a deal with an owner, a stage, a timeline and a follow-up. Private chats stay excluded, and the full history is searchable. It is a full CRM underneath, not a prettier inbox: companies, contacts, deals, pipelines in column or list view, custom fields, meetings, Notion-style docs with live collaboration, an automation engine with 27 triggers and 12 actions, Telegram campaigns to contacts you already talk to with A/B tests and stop-on-reply, and eleven built-in reports including revenue forecast, deal funnel and response time. Over 120 CRM actions are exposed as tools on a hosted MCP server, so Claude, Cursor or any agent can create records, move deals, assign owners and pull reports. There is also a built-in AI assistant, an assistant bot inside Telegram, a REST API with an OpenAPI spec, and webhooks.
    Starting Price: $39/workspace/month
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    Nutaan CRM

    Nutaan CRM

    Tecosys

    Nutaan CRM is an AI-first CRM platform designed to help businesses automate outreach, manage customer relationships, and scale marketing campaigns from a single unified workspace. The platform combines Email Marketing, WhatsApp Automation, Social Media Outreach, and Lead Management into one intelligent system. With Nutaan CRM, businesses can create and automate personalized email campaigns, build multi-step follow-up sequences, and track customer engagement in real time. It has the AI-powered capabilities to generate email templates, write outreach messages, and optimize communication workflows automatically.
    Starting Price: $11/month/user
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    CrucialCRM

    CrucialCRM

    Phenomena Technologies Inc

    CrucialCRM is a cloud-based customer relationship management platform for small and midsize businesses, sales teams, agencies, and service providers. It combines contact and deal management with multi-pipeline Kanban boards, shared inboxes, email campaigns, social publishing, appointment booking, workflow automation, and reporting. Teams can track customer activity and follow-ups on contact timelines, coordinate conversations, schedule social content, create booking pages, and manage campaigns in one workspace. AVA, CrucialCRM’s AI assistant, supports lead research and qualification, outreach drafting, and CRM updates. The platform also connects with calendar services and social networks, and offers customizable workflows for routine sales and marketing tasks.
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    Pinlyx

    Pinlyx

    Pinlyx

    Pinlyx is an omnichannel AI CRM that brings social messaging, email, live chat, sales pipelines, automation, and publishing tools into one platform. The unified inbox can consolidate conversations from channels such as Telegram, WhatsApp, Instagram, X, Facebook Messenger, LinkedIn, TikTok, email, and website chat. AI agents and auto-responders can answer common questions, qualify leads, use company knowledge, and hand conversations off to human team members when needed. Pinlyx also includes contact management, deal pipelines, automation sequences, lead discovery, bulk messaging, templates, analytics, and revenue tracking. Its publishing tools let users schedule content across major social networks, while APIs, webhooks, MCP support, Zapier, and n8n integrations connect the platform with external systems. Pinlyx is designed for sales, support, marketing, and growth teams that want to manage customer conversations, lead generation, follow-up, and social publishing from a single workspace
    Starting Price: $24.99/month
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    Uptonica

    Uptonica

    Webgas Srl

    Uptonica is a platform for businesses that sell online, collect leads, or support customers. It brings commerce, marketing, and customer conversations into a shared workspace, where AI features can use connected business data. Teams can manage customer conversations alongside CRM records, orders, product information, pricing, and advertising activity. This keeps information from separate tools available in one workspace rather than requiring teams to re-enter context across systems. The platform provides one inbox for WhatsApp, Instagram, Messenger, Telegram, email, phone, and website chat. It can help complete product pages with copy, attributes, and translations, and bring Google and Meta ad data into a report with a shared sales-attribution view. Customer records can include related orders and conversations. Uptonica is built by the team behind Webgas, which has supported Shopify brands in Italy and abroad since 2019.
    Starting Price: €199/month
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    byecrm

    byecrm

    byecrm

    byecrm is a Telegram-first AI CRM for independent real estate agents. Instead of opening a separate CRM and filling in forms, an agent messages one Telegram chat to save a client, record property requirements and create a follow-up. byecrm keeps the client context available in the same conversation, can help surface relevant properties and makes the next action easier to remember. It is designed for agents who want useful CRM memory without adopting another daily admin workflow.
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    TeleBoost

    TeleBoost

    TeleBoost

    TeleBoost is an all-in-one Telegram CRM designed for teams, agencies, and professionals who use Telegram for outreach and customer acquisition. It brings lead sourcing, multi account, outreach campaigns, tickets management, and conversations into a single workspace. Instead of switching between spreadsheets, Telegram accounts, and several devices, TeleBoost helps you find leads, organize them, run targeted DM and group campaigns, manage replies through a unified inbox, and collaborate with your team more efficiently. It also supports automation through its MCP server, REST API, webhooks, and integrations, making it suitable for both simple outreach workflows and more advanced Telegram operations.
    Starting Price: $29/month
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    CustomerFlows

    CustomerFlows

    Keilani Media Group

    CustomerFlows is an AI-powered CRM for lead-driven businesses, including home services and tour operators. It provides a view of the customer journey from first click to paid invoice, combining lead capture, contact records, pipeline tracking, and marketing attribution. Its AI Lead Qualifier engages prospects around the clock, while a provider-independent unified inbox brings web chat, WhatsApp, and email conversations together. The platform tracks lead sources and feeds closed-revenue conversion data back to Google and Meta. Plans include flat monthly pricing, unlimited contacts, and no per-seat fees. CustomerFlows helps small teams qualify incoming prospects, organize follow-up, and see which marketing campaigns lead to booked work or paid revenue.
    Starting Price: $49/month
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    ReachEase

    ReachEase

    ReachEase

    ReachEase is a web-based LinkedIn outreach platform for agencies, outbound sales teams, founders, and go-to-market operators managing multiple sender accounts. It imports prospects from LinkedIn Search, Sales Navigator, audience activity, or CSV/XLSX files. Teams organize leads and senders, distribute campaigns across accounts, and build sequences with connection requests, messages, follow-ups, waits, profile visits, and conditional paths. A shared Unibox gathers conversations from connected senders. Optional AI drafts campaigns and messages, labels replies, and suggests responses for review. ReachEase also offers Telegram alerts and Claude workflows via Model Context Protocol (MCP). Paid plans pair a one-time software license with recurring sender infrastructure charges. Its free plan allows exploration and campaign drafts but not LinkedIn connections or live campaigns. ReachEase states it is independent and not affiliated with LinkedIn.
    Starting Price: $99 one-time
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    Aurasell

    Aurasell

    Aurasell

    Aurasell is an AI-native go-to-market platform designed to unify prospecting, selling, revenue operations, and forecasting in a single system. Built to replace fragmented GTM stacks, Aurasell consolidates more than 15 tools into one intelligent platform powered by autonomous AI agents. It enables teams to move seamlessly from contact to contract while significantly improving productivity, velocity, and forecasting accuracy. Aurasell leverages massive global data coverage, including hundreds of millions of contacts and accounts, to drive intelligent prospecting and account insights. The platform automates busywork across sales, RevOps, and leadership workflows so teams can focus on closing deals instead of managing tools. AI-driven coaching, conversational intelligence, and real-time insights help sellers improve execution and reduce risk. With enterprise-grade security and scalability, Aurasell delivers full control across the entire revenue engine.
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    Revio

    Revio

    Revio

    Revio is an AI-powered sales CRM built to turn social followers into revenue by automating proactive outreach and equipping teams with tools to manage and convert conversations at scale; it scans your social audience, identifies and scores your best prospects, and sends targeted direct messages so you spend less time manually chasing leads and more time closing deals. It centralizes all social interactions from Instagram and Facebook into a secure CRM dashboard without requiring shared social logins, letting teams track conversations, visualize real-time pipeline metrics, and spot bottlenecks in sales flow. Integrated AI support gives users context-aware reply suggestions and coaching prompts trained on successful sales dialogues, so you always know what to say next, plus feedback and scoring that help improve close rates over time. Revio also supports automated lead generation by scraping followers and qualifying them with AI.
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    Attio

    Attio

    Attio

    Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.
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    Convertorix

    Convertorix

    Convertorix

    Convertorix is a lead management and automation platform built specifically for affiliates and brokers who use Telegram to drive conversions. It transforms messy Telegram chats into an organized, data-driven sales pipeline — capturing every lead automatically, tracking replies, and sending timely follow-ups that boost FTD rates. With Convertorix, affiliates and network managers can: • 📲 Auto-log every Telegram conversation into a clean dashboard • 🤖 Automate or schedule follow-ups • 📢 Send bulk messages in seconds • 🎯 Track lead stages and performance metrics in real time Convertorix replaces spreadsheets and manual tracking with an all-in-one SaaS platform designed to increase efficiency, conversions, and transparency across your Telegram funnel. Available as a white-label solution for affiliate networks and brokers, Convertorix helps you empower your partners, retain top affiliates, and grow total FTD volume — all under your own brand.
    Starting Price: $250/month
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    Monaco

    Monaco

    Monaco

    Monaco is an AI-native revenue platform designed to help startups accelerate go-to-market execution and generate revenue faster. It replaces traditional CRM systems and disconnected sales tools with a unified, all-in-one solution. The platform builds and continuously updates a company’s total addressable market (TAM), runs outbound campaigns, captures interactions, and manages pipeline tracking in one centralized system. Monaco automates demand generation, account enrichment, and follow-ups through intelligent AI agents. It also catalogs every customer interaction, creating a comprehensive system of record for sales teams. With white-glove onboarding, Monaco sets up TAM scoring, sequences, and pipeline imports from day one. Built for founders and early-stage teams, Monaco reduces go-to-market risk and delivers measurable value within days rather than months.
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    LeadMino

    LeadMino

    LeadMino

    LeadMino is a modern lead management and sales automation platform designed to help businesses capture, organize, track, and convert leads more efficiently. It brings lead management, sales workflows, customer information, follow-ups, and team collaboration into one centralized platform. LeadMino helps sales teams reduce manual work, improve follow-up consistency, monitor their sales pipeline, and turn more opportunities into customers. With LeadMino, businesses can manage leads throughout the entire sales journey, keep customer information organized, track interactions and follow-ups, monitor sales activities, and gain better visibility into their pipeline. The platform is designed with a simple and user-friendly interface so teams can spend less time managing data and more time building customer relationships and closing deals.
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    Starting Price: $12/user/month
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    Marrova

    Marrova

    Marrova

    Marrova is an AI CRM for agencies managing multiple local-service-business clients. It brings client workspaces, lead tracking, conversations, follow-up, approvals, campaigns, automations and reporting into one web app. AI assistants can help with prospect research, follow-up drafts, review responses, content planning and performance summaries, with people reviewing work before it is sent.
    Starting Price: $99/month
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    AI-BDR

    AI-BDR

    BCS Digital

    AI-BDR is building a connected workspace for B2B sales development. Features include "Account Watcher", "My Day", "Interpreter" and "Multi-email" architecture — with common actions available in a click. Sales teams often work across separate tools for CRM, account research, company monitoring, contact discovery, outreach, replies and follow-ups. AI-BDR brings these workflows together so users can spend less time checking systems and more time acting on relevant opportunities. "Account Watcher" AI-BDR starts where a traditional CRM stops. Instead of simply storing accounts and contacts, "Account Watcher" keeps watching the companies that matter — detecting relevant changes and turning them into sales signals. Those signals flow into "My Day" — the daily execution layer that brings together what needs attention now: account changes, replies, follow-ups, tasks and opportunities. Then there is "Interpreter" — an approval-controlled communication assistant that understands t
    Starting Price: £29/month
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    KIWI

    KIWI

    nammu

    KIWI is a browser-based AI workspace for freelancers, independent professionals, and small businesses. It combines geographic lead discovery and a client CRM with tools for sales follow-ups, quotes and invoices, email and calendar, projects and tasks, documents, spreadsheets, landing pages, social publishing, and video creation. Its assistant and specialist agents use workspace context to prepare prospect research, messages, quotes, invoices, posts, and other business tasks. Users review and approve actions before outbound messages are sent, content is published, or billing actions are completed. The workspace also includes brand guidelines and the Aukimi creative suite. A free plan provides basic workspace access, while Premium adds more AI credits, storage, and specialist tools; users can manage multiple businesses and their separate brands and records in one account.
    Starting Price: $35/month
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    iSales CRM

    iSales CRM

    IT IDOL Technologies

    iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.
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    AutomateNexus CRM

    AutomateNexus CRM

    AutomateNexus CRM

    AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.
    Starting Price: $49/month
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    SuperAGI SuperSales
    SuperSales is all in one AI Sales Platform to grow your revenue, without the hassle of hiring large sales team. SuperSales agents plan & prioritize your sales activity, research & engage with your prospects, monitor the health of deals, update your CRM, etc. Consolidate all your fragmented GTM tech stack across categories like lead data, sales engagement, dialer, meeting bookings, CRM, etc. with one powerful platform. SuperSales enables your sales reps and AI agents to collaboratively drive sales engagement, building qualified pipeline that converts to revenue. Living lead database of more than 275+ million contacts and 75+ million companies continuously collected, curated, updated, and verified by AI agents. SuperSales reimagines CRM for an AI-native world by unifying system of record & system of action powered by AI agents for your customer data.
    Starting Price: $75/month
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    Zixflow

    Zixflow

    Zixflow

    Customize all you want within Zixflow, to make sure we fit the needs of your business. Drive engagement and conversion using outreach channels your audience loves. Choose any of these channels based on your preference, and automate conversations without any effort. Set up cadences to automatically send messages and follow-ups to nurture your leads. Build an automated workflow in minutes to save hours for repetitive work and focus more on high-value activities, like closing more deals. Craft AI-driven Leadbots that interact with your website visitors and capture their contact details for a steady supply of leads.
    Starting Price: $19 per month
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    LocalTry

    LocalTry

    LocalTry

    LocalTry is a web-based business operating system built for service organizations. Its CRM connects to jobs, scheduling, estimates, invoices, documents, customer portals, reviews, marketing analytics, email campaigns, social publishing, AI agents, and automated workflows. The Workspace Builder lets a business add custom modules, fields, and views without replacing the connected customer system. Teams can manage lead follow-up, delivery work, customer communication, and reporting from one current record. LocalTry runs on Cloudflare Workers and provides plan-based browser access.
    Starting Price: $59/month
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    startbuddi

    startbuddi

    startbuddi

    startbuddi is an AI-powered business management workspace that brings CRM, marketing, projects, tasks, forms, bookings, customer conversations, documents, team operations, payments and business websites into one connected platform. Its built-in AI assistant, Chip, works across the workspace to help businesses organise customers, follow up with leads, create campaigns, manage projects, research prospects, automate repetitive work and act on business data. startbuddi is designed for small businesses, service businesses, agencies, consultants and growing teams that want to reduce software fragmentation and run more of their business from one place.
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    SparrowCRM

    SparrowCRM

    SurveySparrow

    SparrowCRM is an AI-native customer relationship management platform that helps sales teams manage contacts, track deals, and automate sales activities in one place. It combines contact and account management, visual sales pipelines, email sequences, lead routing, workflow automation, and reporting. AI scoring and automatic tagging help teams prioritize leads, monitor engagement, and identify deals that need attention. Its built-in AI assistant, Zulie, helps users find CRM information, summarize deals, prepare for meetings, and automate tasks. Conversation intelligence captures insights and action items from sales interactions to support timely follow-ups. With email and calendar integrations, customizable workflows, and centralized customer information, SparrowCRM helps growing teams reduce manual data entry, maintain pipeline visibility, and manage relationships from first contact to close.
    Starting Price: $19/month
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    AskToSell

    AskToSell

    AskToSell

    Automates high-quality outreach, qualification, objection handling, scheduling, proposals, reminders, CRM entries and more. Works for outbound and inbound. By taking over routine tasks, AskToSell will free up your sales team to focus on strategic activities. Like supervising AI Sales Agents and having more time for higher-value conversations. Define product you want to sell, upload leads, assign autonomous agents and watch your revenue grow on autopilot. Define value proposition and pricing for the product you want to sell. Upload a lead list you want to sell your product to. Connect your email account that will be used by the autonomous sales agent. Kickback and relax while autonomous agents do the hard work. AskToSell will provide you with all the tools to optimize performance.
    Starting Price: $200 per month
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    AiEngage CRM

    AiEngage CRM

    AiTrillion

    AiEngage CRM is a complete customer relationship management platform designed to help businesses capture leads, automate communication, and close more deals from a single dashboard. Whether you're managing inquiries from your website, Facebook Ads, Google Ads, WhatsApp, or phone calls, AiEngage CRM centralizes every customer interaction in one place. Businesses can automate WhatsApp messaging, email campaigns, follow-ups, appointment scheduling, lead assignment, and sales tracking to improve efficiency and customer experience. The platform includes features such as WhatsApp Business Automation, Shared Team Inbox, Built-in Calling & Recording, Email Automation, Lead Management, Sales Pipeline Tracking, Task Management, Reporting & Analytics, and Workflow Automation.
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    SimpleCRM

    SimpleCRM

    SimpleWorks

    SimpleCRM is an AI-powered, low-code, end-to-end customer engagement platform that digitizes, decodes, and delivers all customer journeys, from prospecting to sales & onboarding, account management, servicing, and retention. Today SimpleCRM powers the digital transformation of SMBs and some of the largest banks, financial services & insurance organizations across South Asia, Southeast Asia, and the Middle East. Expand market reach, drive sales and grow revenue with comprehensive sales management and digital marketing tools. Automate process and increase efficiency with AI-powered chatbots, eKYC, BPM tools, predictive analytics and other solutions. Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, SimpleCRM has you covered with industry-compliant solutions, customized to your company’s specific needs.
    Starting Price: $15 per user per month
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    Clarify

    Clarify

    Clarify

    Clarify is an autonomous CRM that automates pipeline creation, meeting administration, and CRM updates by auto-tracking emails, meetings, and other customer interactions; enriching prospect profiles with missing details; and turning interest into booked calls through smart, hands-free follow-up sequences. It prepares sellers for every meeting by summarizing past conversations, product usage, and insights; captures key call highlights in real time; and auto-generates CRM updates, next steps, and automated workflows without manual entry. Clarify also ingests product usage, emails, calls, and site activity to deliver unified data, no-code workflows that trigger record updates and follow-ups, and revenue-intelligence dashboards that surface performance metrics, early risk signals, and growth opportunities, all within a single web or macOS interface integrated with major sales and marketing tools.
    Starting Price: $20 per month
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    Expedify

    Expedify

    Expedify

    Expedify is an AI-powered, agentic CRM designed to transform how businesses manage customer relationships. Unlike traditional CRMs, Expedify thinks, talks, and acts to deliver real-time insights, automated communications, and seamless decision-making. Key Features: - AI-Powered Automation: Predicts customer behavior, sends personalized messages, and automates workflows. - 2-Way Multichannel Communication: Enables interactive engagement—in channels like WhatsApp—without third-party tools. - Automated Follow-Ups & Journeys: Personalizes communication and manages leads from first contact to sale. - Predictive Analytics: Uses AI to forecast customer actions and drive smarter sales and marketing decisions.
    Starting Price: $25/month
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    Texterz

    Texterz

    Texterz

    Texterz is a white-label reseller AI platform built for agency owners who want to scale AI service delivery without rebuilding their stack for every client. The platform combines an isolated SQL database per client, a vector knowledge base for AI agents trained on real business data, visual drag-and-drop automations, and multi-channel messaging (WhatsApp, Telegram, email) all under the agency's own domain, branding, and Stripe billing. Agency owners charge clients $500–$5,000/mo for AI services delivered on their branded platform. Texterz is invisible. Clients see a polished product that looks custom-built. It replaces GoHighLevel, n8n/Make, and Airtable in a single platform. The primary differentiator: isolated SQL database per client not shared sub-accounts. Regulated verticals like legal, healthcare, and financial services are safe to onboard. New client live in 5 minutes. No developer required. Starting price: $99/mo (white-label included) + $49/mo per active client
    Starting Price: $99/mo
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    TracktCRM

    TracktCRM

    TracktCRM

    TracktCRM is an AI-powered CRM software designed to help businesses manage leads, sales pipelines, customer conversations, and follow-ups from one platform. Capture leads from multiple channels, automate responses through WhatsApp, email, and SMS, and keep your sales team organized with powerful pipeline management and reporting tools.
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    Redule

    Redule

    Redule

    Redule is a multi-tenant, agentic AI CRM built on one idea: the follow-up should actually happen. Instead of a dashboard that waits for your team, Redule runs coordinated agentic AI — handling lead triage, qualification, follow-up, re-engagement, meeting booking and payment reminders — working every lead across WhatsApp, Instagram and Facebook, in the customer's own language, within seconds of arrival. A 3-tier approval system (agent toolkit → confidence engine → per-tenant policy) keeps every AI action safe, accurate and on-brand. Sector-aware pipelines, templates, AI brain and dashboards adapt the same engine to immigration, real estate, SaaS and more — no rebuild per industry. Ideal for agencies and SMBs that spend on ads but lose deals to slow, inconsistent follow-up. Redule turns speed-to-lead into a system, not a hope.
    Starting Price: $9 per month
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    DealsFlow

    DealsFlow

    DealsFlow

    DealsFlow is a conversational business operating system for small businesses. Flow, its AI operator, works through voice or text with shared clients, deals, tasks, calendar and business memory. Owners can retrieve and update records and initiate supported workflows from the conversation. Core is free for one person and one organization, without a trial clock. Optional paid employees add specialized capacity: Aurelius for growth and marketing, including content and campaign preparation, and Cassius for sales and customer relations, including prospecting, qualification and follow-up workflows. Connected execution depends on supported integrations and account availability. Julius and Seneca are coming soon; Augustus is in private pilot. Web, iOS and Android access are available.
    Starting Price: $0 Core
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    TheBigBot

    TheBigBot

    TheBigBot

    TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.
    Starting Price: $197/mo
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    Salesforce Einstein
    If you dream it, the world’s first generative AI for CRM can create it. Get ready. Einstein GPT has entered the chat. Tailor every customer interaction with AI-generated emails, conversations, and offers built on your real-time data. Boost productivity with insights across sales, service, marketing, and commerce embedded in your flow of work. Create new experiences easily with low-code tools to build custom predictions and recommendations, no data scientist required. Guide sellers from prospect to close, forecast accurately with real-time data, and accelerate time to close with conversational intelligence. Deliver personalized experiences and save time with AI built directly into your CRM. Service GPT has everything you need to scale now and drive immediate value. Personalize engagement, grow relationships and revenue with real-time insights, orchestrate intelligent journeys, and make timely recommendations.
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    Lucrative AI

    Lucrative AI

    Lucrative AI

    Lucrative AI is an AI-native revenue platform that connects CRM, marketing automation, revenue intelligence, analytics, governance, and intelligent contracting in one unified workspace. Built for sales, marketing, RevOps, and executive teams, Lucrative AI combines Lucrative Sales, Lucrative Marketing, Lucrative Analytics, Lucrative Revenue Governance, and Lucrative Quote to automate customer engagement, monitor CRM health, generate executive insights, improve data quality, manage contracts, and deliver end-to-end visibility across the revenue lifecycle. By replacing fragmented tools with a shared AI intelligence layer, organizations gain cleaner data, faster execution, and more predictable revenue growth.
    Starting Price: $99 / month / 5 users
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    TG:ON

    TG:ON

    TG:ON Technologies

    TG:ON is a desktop automation platform for Telegram designed to manage multiple accounts, automate messaging campaigns, discover public groups and channels, build AI-assisted outreach campaigns, schedule messages, manage replies, and streamline Telegram marketing workflows. The platform includes a visual message editor with premium emoji support, campaign builder, audience collection tools, AI-powered content generation, account health monitoring, auto-replies, analytics, and multi-account management. TG:ON helps businesses, agencies, marketers, and sales teams automate repetitive Telegram tasks while maintaining full control over campaigns through an intuitive desktop interface.
    Starting Price: $49/month
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    TGDesk

    TGDesk

    TGDesk

    TGDesk is an enterprise-grade Telegram CRM and automation platform designed for B2B sales teams, lead generation agencies, and Web3 communities. It transforms standard Telegram chats into a powerful, high-converting sales pipeline. Key features include a unified multi-account workspace (manage dozens of accounts without switching devices), intelligent intent detection that automatically routes high-quality leads to the right sales reps, and AI-driven 24/7 auto-replies. TGDesk also empowers teams with bulk outreach capabilities, allowing for scalable community growth and targeted mass messaging. Stop losing leads in chaotic group chats—centralize your Telegram operations and accelerate revenue with TGDesk.
    Starting Price: $49.9/month
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    OnSite CRM

    OnSite CRM

    OnSite CRM

    Onsite CRM is a lead management solution designed to automate your sales process, provide greater insight into your business, and propel success with AI tools. Our all inclusive CRM platform has a wide variety of customizable solutions to fit your unique needs. ​ Onsite CRM provides the best of both intuitive design and high functionality. Its flexible software is easy to combine with your other favorite systems so you can continue outshining competitors. Extend your outreach, increase employee efficiency, and close deals faster than ever before. Gain clarity at every stage of your pipeline and improve employee efficiency throughout the sales process. Seamlessly integrate with your trusted lead providers. Easy single click set-up gets you started immediately.
    Starting Price: $99 per user per month
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    Tommos

    Tommos

    Tommos

    Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.
    Starting Price: $299/month
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    CrmOne

    CrmOne

    CrmOne

    CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.
    Starting Price: $59/month/5 Users
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    Lightfield

    Lightfield

    Lightfield

    Lightfield is a next-generation, AI-driven customer relationship management (CRM) platform that captures, organizes, and analyzes every customer interaction without manual data entry, automatically updating records with emails, meetings, support tickets, and other touchpoints to keep a full, lossless relationship timeline. It eliminates the need for traditional CRM data entry by ingesting meetings, emails, calendars, and ticketing systems, and constantly refreshing your CRM so you never lose context or miss a follow-up, helping teams refine their approach with each conversation. It lets users query their CRM in plain language and includes agent-style tools that can take action after meetings using full relationship context. Lightfield also offers features such as automatic meeting prep, video recording, transcription, automated follow-ups, a collaborative workspace for task assignment and comments, and a data model that evolves with your business.
    Starting Price: $36 per month
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    LEDSAK

    LEDSAK

    LEDSAK

    LEDSAK is a powerful and intuitive CRM software for small businesses, startups, and growing enterprises looking to streamline lead management, client management, and customer relationship management in one smart platform. Designed with simplicity and efficiency in mind, LEDSAK offers an all-in-one lead management system, combining sales CRM software, marketing automation tools, and customer support CRM into a single, easy-to-use dashboard. Whether you're managing vendors, clients, or tracking sales opportunities, LEDSAK supports the full sales and opportunity management cycle with features like field sales automation, digital sales operations, and sales performance metrics. It’s also ideal for niche industries—offering healthcare CRM solutions, patient engagement tools, education management software, and e-commerce integrations.
    Starting Price: ₹2550/month