Alternatives to Clio IQ
Compare Clio IQ alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clio IQ in 2026. Compare features, ratings, user reviews, pricing, and more from Clio IQ competitors and alternatives in order to make an informed decision for your business.
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1
Fathom
Fathom.ai
Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible. -
2
CTM
CallTrackingMetrics
CTM, formerly known as CallTrackingMetrics, is a conversation intelligence and call tracking platform that helps businesses measure marketing performance, manage customer communications, and improve sales conversions. The software tracks phone calls, text messages, website forms, and chats to identify the advertising campaigns and channels that generate customer inquiries. Its AI-powered conversation analytics provide call transcription, summarization, sentiment analysis, and lead scoring. CTM also offers intelligent call routing, automated follow-ups, AI voice agents, and contact center management tools. Reporting dashboards help organizations analyze marketing attribution, advertising return on investment, customer interactions, and sales team performance. The platform integrates with Google Ads, Google Analytics, HubSpot, Salesforce, and other business applications to connect marketing data with customer conversations and revenue outcomes. -
3
Apollo
Apollo.io
Apollo is an AI-powered sales intelligence and engagement platform designed to help revenue teams find prospects, build pipeline, manage outreach, and close deals from one system. The platform combines a large B2B contact and company database with lead scoring, data enrichment, multichannel sales engagement, workflow automation, meeting scheduling, calling, and deal management. Outbound teams can identify target accounts, find verified contact information, create automated email and call sequences, and prioritize daily selling activities. Inbound capabilities help organizations identify website visitors, qualify leads, enrich incoming records, and route prospects to the appropriate sales representatives. Apollo also provides AI-assisted prospecting, meeting insights, conversation intelligence, sales coaching, analytics, and MCP connectivity for incorporating Apollo data and capabilities into supported AI workflows.Starting Price: $49/seat/month -
4
Jiminny
Jiminny
Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business. -
5
CallRail
CallRail
CallRail is here to bring complete visibility to the marketers who rely on quality inbound leads to measure success. Our customers live in a results-driven world, and giving them a clear view into their digital marketing efforts is a first priority for CallRail. We see the opportunities in surfacing and connecting data from calls, forms, chat and beyond—helping our customers get to better outcomes.Starting Price: $45.00/month -
6
Fireflies.ai
Fireflies
Fireflies is an AI voice assistant that helps transcribe, take notes, and complete actions during meetings. Our AI assistant, Fred, integrates with all the leading web-conferencing platforms in the world like Zoom, Google Meet, Webex, & Microsoft Teams along with business applications like Slack and Salesforce. Record: Instantly record meetings across all major web-conferencing platforms. Invite Fireflies or have it automatically capture them. Transcribe: Fireflies can transcribe live meetings or audio files that you upload. Skim the transcripts & listen to the audio simultaneously. Collaborate: Add comments & flag important moments on calls for teammates to easily review. Search: Review an hour long call in less than 5 minutes. Filter to action items, dates, metrics, and other important topics.Starting Price: $10 per user per month -
7
Backstory
Backstory (People.ai)
Backstory is an AI-powered sales pipeline intelligence platform designed to help revenue teams understand deal health, manage pipelines, forecast outcomes, and improve sales execution. The platform connects with CRM, email, calendar, meeting, and other sales systems to automatically capture calls, meetings, contacts, and account activity. Its AI analyzes engagement signals, historical performance, coverage gaps, risks, and opportunities to estimate close likelihood and explain why individual deals may be progressing or slipping. Stakeholder mapping helps teams identify the people involved in an opportunity and understand where important relationships or contacts may be missing. Backstory also provides deal-specific recommendations, AI sales coaching, renewal and retention insights, forecasting, and pipeline management tools.Starting Price: $50 per user per month -
8
Gong
Gong.io
Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights. -
9
Airspeed
Airspeed
Airspeed is an AI-native revenue platform that unifies conversation intelligence, revenue intelligence, CRM automation, deal execution, forecasting, and sales coaching. The platform turns customer calls, emails, support tickets, and deal activity into CRM updates, deal signals, follow-ups, coaching plans, and pipeline insights automatically. Revenue teams can use Airspeed to ask questions across every conversation, identify risks, surface blockers, draft re-engagement emails, update CRM fields, and prepare reps before calls. Its agents can run playbooks, flag stalled deals, detect closed-won patterns, summarize account concerns, sync MEDDIC fields, and deliver coaching recommendations without manual admin work. Airspeed integrates with tools such as Salesforce, HubSpot, Slack, Gmail, Outlook, Zoom, Teams, Outreach, and other major revenue systems. -
10
Zoom Revenue Accelerator
Zoom Communications
Zoom Revenue Accelerator is an AI-powered conversation intelligence and revenue management platform that helps sales teams analyze customer interactions, improve sales performance, and manage revenue opportunities. The software captures and analyzes sales meetings, phone calls, emails, and other customer communications to identify buying signals, objections, and potential deal risks. Its AI capabilities provide automated conversation summaries, real-time sales guidance, objection handling recommendations, and suggested follow-up actions. Sales managers can use automated scorecards, performance analytics, and AI coaching tools to evaluate representatives and improve selling techniques. Zoom Revenue Accelerator also provides pipeline intelligence, deal monitoring, revenue forecasting, and CRM automation to support sales operations. -
11
Avoma
Avoma
Meetings and calls are backbone of how you work. But ineffective conversations are holding you back. Transform how you work with Avoma’s Conversation Management platform. Learn topic trends, winning talk-patterns, critical coaching insights, and deal risks. Search for any word, share key moments, and comment to provide feedback. Automate note-taking and data entry to focus on conversations. Learn critical insights from team’s conversations to coach them faster. Collaborate with cross-functional teams for better alignment. Get automatic video recording, high-quality Transcripts, and AI-generated Notes for key topics. Don’t let action items fall through the crack and forget to follow up. Search in transcript and playback the recording with time-stamped Notes to remember the details.Starting Price: $19/user/month -
12
Aviso
Aviso
Aviso is an AI-powered revenue intelligence and sales execution platform that helps businesses improve forecasting, manage sales pipelines, and automate go-to-market workflows. The platform combines predictive analytics, conversation intelligence, relationship intelligence, and deal management within a centralized revenue operating system. Its machine learning models analyze CRM records, customer interactions, and historical sales data to predict deal outcomes and identify revenue risks. Aviso provides AI agents that automate prospect engagement, lead qualification, sales coaching, follow-ups, and other revenue operations activities. Its no-code GTM Agent Studio enables organizations to create and deploy customized AI agents and workflows without extensive programming. The platform integrates with Salesforce, Microsoft Dynamics, and other business applications to provide sales teams with actionable insights, automated recommendations, and centralized revenue visibility. -
13
SalesSavvy
SalesSavvy
SalesSavvy is a web-based AI sales call assistant for B2B sales representatives and teams. It helps users prepare for meetings with AI-generated briefs and agendas based on CRM records and prior calls, then supports live transcription, meeting notes, coaching prompts, and tracking of sales goals during conversations. After a call, it produces structured summaries and qualification reports using methods such as MEDDIC and BANT, extracts deal information such as budget, timing, and customer pain points, and creates follow-up tasks. SalesSavvy can sync call recordings, summaries, reports, and action items with CRM workflows. Its use cases include reducing manual post-call administration, organizing deal records, reviewing conversations, and keeping sales teams informed about next steps. -
14
Salesloft
Salesloft
Salesloft is an AI-powered revenue orchestration platform that helps businesses manage sales engagement, pipeline development, deal execution, and revenue forecasting. The platform combines sales automation, conversation intelligence, deal management, predictive analytics, and AI agents within a unified revenue management system. Its Cadence functionality enables sales teams to automate personalized outreach across email, phone, and other communication channels. Salesloft also provides conversation recording and analysis, deal risk detection, pipeline inspection, and AI-powered recommendations for improving sales performance. Its Rhythm engine prioritizes sales activities using buyer engagement signals, CRM data, and machine learning to identify recommended next steps. The platform integrates with Salesforce, HubSpot, and other business applications to help revenue teams coordinate prospecting, customer engagement, forecasting, and sales execution. -
15
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
16
SalesKen
SalesKen
Salesken helps companies realize the benefits of the “Science of Sales”. See which leads are likely to convert based on actual customer conversations. Real-time cues contextual cues for your sales team to close every deal. Ensure that every salesperson follows your winning playbook. Insights into what your team is doing well and where they could improve. Leverage real-time cues during your conversations. Utilize analytics and diagnostics to improve every day. Get an X-Ray of your pipeline based on actual customer conversations. Real time talking points for reps in conversations and advanced analytics post-call. Affordable price plans, pay as you go and integrates with all your favorite tools. -
17
ZUUZ
ZUUZ
ZUUZ is an AI-powered revenue intelligence and sales automation platform designed to help B2B organizations capture leads, manage pipelines, and improve sales performance. The software analyzes sales emails, calls, meetings, and LinkedIn conversations to identify buying signals, qualify prospects, and uncover opportunities that may be missing from existing CRM systems. Its AI capabilities automate lead scoring, contact enrichment, follow-up preparation, meeting scheduling, and sales activity tracking. ZUUZ also monitors active deals, identifies stalled opportunities, and tracks customer renewals to help sales teams reduce revenue leakage. The platform integrates with popular CRM systems, including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Attio, and Pipedrive, as well as ConnectWise PSA. By combining conversational intelligence, automated CRM updates, and pipeline analytics, ZUUZ helps sales professionals reduce administrative work and focus on closing deals.Starting Price: $99/month -
18
Nimitai
REN AI Technologies Private Limited
Nimitai is AI meeting intelligence and conversation intelligence software for B2B SaaS sales teams, founders, and early-stage sales organizations (1–50 reps). Unlike generic meeting notetakers (Fathom, Fireflies, Otter.ai), Nimitai is purpose-built for sales intelligence: → Real-time AI co-pilot during calls (not just post-call) → Objection pattern detection across all recorded calls → Deal risk scoring and next-step monitoring → Rep coaching scorecards (talk ratio, question quality, objection handling) → Win/loss analysis correlated with CRM outcomes → Automatic CRM sync to Salesforce, HubSpot, Pipedrive Nimitai was built by founders Nilansh Gupta and Archit Dhir (REN AI Technologies) after analyzing 350+ real sales calls across 200+ B2B businesses.Starting Price: $149/month/user -
19
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
20
Pepsales AI
Pepsales AI
Pepsales is the AI platform of choice for B2B sales teams looking to shorten sales cycles, improve deal qualification, and consistently hit revenue targets. Powered by real-time conversation intelligence, Pepsales gives sales leaders and account executives the insights and guidance they need to close more deals, faster. By analyzing calls, meetings, and prospect conversations across Zoom, Google Meet, and Microsoft Teams, Pepsales delivers live coaching, qualification scorecards, and AI-driven action items, so every rep runs a winning sales process. It seamlessly integrates with CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, automatically syncing summaries, insights, and next steps to keep your pipeline moving. Whether you're scaling MEDDPICC, BANT, or any other sales methodology, Pepsales helps you implement it at scale with consistency. Top Sales teams at companies like Spyne, Rocketium, Spotdraft, and Hubilo trust Pepsales AI.Starting Price: $19/user/month -
21
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
22
Rafiki
Rafiki AI
Understand how customers are really engaging with your reps in sales conversations. Then turn them into Revenue. Captures and understands who said about what in your customer calls, and delivers insights that help increase predictable revenue. Let’s face it. Customers have many things on their mind. Know what topic matters to them so you can better guide your conversations. Captures calls, transcribes with state of the art AI transcription, figures out who asked what, when, about what, and organizes it with deals, accounts, prospects. Understands interactions by prospect/rep, tags and summarizes by topic, captures KPIs and contrasts topic patterns that move deal through stages. Connect critical KPIs such as deal risks and other topic patterns by stage, rep to revenues. Use insights to build successful sales teams and predictable revenue. Top closers engage in subtle ways that make them who they are. -
23
Management OS
Management OS
Management OS is a web-based revenue intelligence and management platform for founders, CROs, and sales leaders. It brings together CRM, email, calendar, and conversation data to surface deal risks, forecast signals, account context, coaching opportunities, and recommended next steps. Leaders can review alerts and daily briefings, investigate pipeline questions through conversational AI, prepare for customer meetings, and use generated account plans and research to guide follow-up. Team workspaces support revenue reviews, seller coaching, and recurring operating routines for B2B sales organizations. Management OS connects to CRM, communications, calendar, meeting, and automation services, and provides voice interaction, organizational memory, and proactive action recommendations. It is delivered as hosted SaaS, with separate AI agent and full application plans and usage-based credits.Starting Price: $149/month -
24
Dealscale
Dealscale
Dealscale is an AI revenue intelligence platform for complex B2B sales. It connects sales conversations and CRM context into persistent deal memory, helping teams understand buyer priorities, stakeholder dynamics, commitments and unresolved decisions. AI revenue agents help sellers spot risks, prepare meeting strategies and tailored demo slides, draft follow-ups, and develop business cases and mutual action plans. Integrated Deal Rooms bring buyer resources, documents and next steps together, with engagement insights for sellers. Managers and revenue leaders use the same deal context for coaching, pipeline reviews and forecasting. Built for account executives, sales managers and revenue leaders. -
25
Sybill
Sybill
Sybill is an AI-powered sales intelligence and automation platform that captures deal context and automates administrative work for revenue teams. The platform records information across sales calls, meetings, emails, Slack conversations, CRM records, documents, and connected applications to maintain an up-to-date understanding of each deal. Sybill automatically updates CRM fields after sales conversations and can generate follow-up emails, call summaries, meeting preparation materials, proposals, collateral, and other sales content. Sales representatives and leaders can ask questions in natural language about buyers, blockers, risks, pipeline health, coaching, and forecasting and receive answers with citations. Sybill learns from previous wins and losses to identify patterns in active opportunities and recommend actions such as where to focus, who to engage, when to multithread, and how to unblock a deal.Starting Price: $30/user/month -
26
Modjo
Modjo
Transform your sales team into a high-performing revenue engine. Modjo is a conversational analysis tool dedicated to coaching and supporting sales teams. Increase your conversion rate by accurately identifying your sales pitches and build a powerful script. Onboard & coach your teams in a simple and efficient way. Analyze and pilot your decisions on key outcomes using data from your conversations. Use conversational analysis to train your teams and improve your sales performance. Precisely identify your sales pitches and build a powerful sales pitch. Base your ramp-up process on your teams' best practices. Reveal and exploit the full potential of data from conversations. The essential tool to make the different business lines of your company collaborate. Make quick progress thanks to the sharing of best practices. Efficiently manage the feedback of information from your conversations. Improve communication and follow-up with your customers. -
27
Marsview Notes
Marsview
Real-time Intelligence on your important conversations. Extend your communications workflow with easy-to-use APIs. Marsview is an all-in-one platform for real-time conversation intelligence. With Marsview Notes, you can record, transcribe and automatically generate insights from video, voice and text based communications at scale. Learn how developers use Marsview APIs for Conferencing, Customer Care, Remote Learning, Sales Enablement, Gaming and Telehealth to deliver the best end user experience. Record voice calls and video meetings from phone or web app or integrate with Zoom. Get clean, punctuated transcripts with assigned speakers sent to your inbox within minutes. Edit or Download transcript and notes to collaborate and share with others. Marsview is an AI-powered meeting assistant that helps you automatically schedule, record, transcribe and share voice and video conversations. The application provides an intelligent MeetingspaceTM for users to manage all client relationships.Starting Price: $9.99 per month -
28
Spool
Spool-App
Spool empowers you and your team to document and access key conversations from customer calls & sales meetings with the tap of a button using its AI-powered sales collaboration platform. Connect Spool with your Zoom account and download the Spool desktop widget. Use the Spool widget during customer calls & sales meetings to capture only important, non-sensitive parts of your conversations that you want to document. Zero typing is needed. Just press the relevant widget button to start and stop capturing as many discussion topics as you want during your call. Spool uses text classification & sentiment analysis algorithms to detect and categorize the most important & effective parts of the selected conversations and automatically creates sales documents. Right after each discovery or qualification call, after a demo or a sales team meeting, Spool emails you a sales document and saves it to the Spool dashboard. -
29
Gryphon ONE
Gryphon.ai
You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.Starting Price: $50 per user per month -
30
Bonjour
Bonjour.io
Bonjour is videoconferencing designed for sales professionals with built-in sales intelligence to set up the foundations for your team's growth. Notes, screen sharing, prospect engagement: Bonjour is your secret weapon to close more deals. Objection handling, use cases, feature sets: create your playbook and replicate best practices across your team. Analyze your team's conversations with cherry-picked snippets from call recordings and transcripts. Onboard new reps and train team members with recordings from your first-rate, real-life conversations. No manual entry: automatically keep your CRM updated with notes, transcripts, and call data. No downloads, no login: let your future customers connect with you instantly. -
31
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
32
Attention
Attention AI
Attention is your real-time, fully integrated voice assistant for sales. With our state-of-the-art AI capabilities, Attention understands your conversations and fills up your CRM fields with one click. Attention delivers real-time actionable intelligence to your sales reps, while they're on the call, and when it matters. Attention will also understand conversations and draft the best follow-up email customized to what was said during your calls. Our customers experience +29% positive replies with Attention's generated follow-up emails. Know exactly what to say and improve the outcome of your conversations, every single time. -
33
ExecVision
Vorsight
Our Ultimate Sales Coaching Success Kit will show you the foundation of a great coaching program, how your call recordings rank against best-in-class organizations, how your coaching efforts rank, and the steps to building a coaching culture in your organization. At its core, conversation intelligence is one’s ability to identify and react to signals in verbal conversations. In business conversations, it means identifying key behaviors that impact outcomes and replicating them across future conversations to improve performance, or leveraging data from customer interactions to make more informed decisions and develop a better customer experience. Conversation intelligence technology ingests, analyzes, and transcribes voice and web conference interactions. The software leverages AI, machine learning, and deep learning to surface valuable, actionable insights so businesses and their teams can reach their full potential. -
34
Call Optix
Call Optix
Call Optix is an AI-powered sales intelligence & voice analytics platform that transforms customer conversations into revenue insights. It automatically transcribes & analyzes every call with sentiment analysis, and dynamic tagging to reveal trends and surface upsell opportunities. The AI extracts custom fields specific to your business—check-in dates, policy numbers, vehicle preference etc. Agent performance scorecards measure call quality and efficiency, giving managers clear visibility into strengths & development areas for targeted coaching. The Business Intelligence Dashboard serves as your real-time command center for calls, talk time, and revenue metrics, while the visual Sales Board & Pipeline Funnel track deals through customizable stages with win/loss rates & conversion data. From lead capture to deal management with full activity history, Call Optix unifies conversation intelligence and CRM in 1 platform, with AI agents that handle bookings, qualify leads, and follow-ups.Starting Price: $0.06/minute -
35
BoostUp
BoostUp.ai
Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management -
36
Infinity Call Tracking
Infinity Tracking
It's vital for analyzing your customer phone calls to generate revenue and reduce costs. Infinity empowers businesses to sell more, streamline operational processes, and optimize marketing budgets. Infinity is a cloud-based call intelligence platform, and an integral part of the technology stack for marketing, sales, and contact centers. Advanced call tracking technology also plays a pivotal role in measuring the true sentiment of your customer conversations. By understanding the context and feeling behind a call, the outcomes from your customer engagement will be greatly improved. Infinity joins up your user journeys giving full visibility into what's driving awareness, engagement and conversion to optimize your market investment and enable you to focus on what matters most. Infinity deliver deeper data insights for smarter selling, stay several steps ahead by understanding the context around the conversation to close quicker, larger deals.Starting Price: $100.00/month -
37
CallSource
CallSource
CallSource - Own Every Lead. CallSource is the premier technology-enabled business performance system that optimizes our clients’ revenue, profit, and brand reputation. CallSource pioneered the call tracking industry and has become the leader in actionable analytics. We deliver insights to solve, strategize, and implement solutions for our clients engaging with their sales performance data. Since 1991, CallSource has recorded and analyzed over one billion phone calls, providing cost-per-lead analysis, sales conversion percentages, sales recapture solutions, and training and coaching solutions to thousands of businesses in the United States, Canada and Australia. As a business, CallSource believes in enhancing the performance and accomplishments of our clients and our people. -
38
CallBricks
CallBricks
CallBricks is an AI sales call intelligence platform built for B2B founders, agency owners, and sales managers running teams of 1–5 reps. Connect Zoom, HubSpot, or GoHighLevel with one click (or upload audio/video directly), and CallBricks automatically transcribes every call with speaker labels, categorizes objections across six types, extracts ICP signals, flags stalled deals and missing decision-makers, and pushes structured summaries back into your CRM. Unlike AI notetakers like Fathom or Fireflies that stop at per-call notes, CallBricks aggregates patterns across your entire call library. Unlike Gong ($50K+/year, 50+ rep minimum), CallBricks is self-serve at $29/month per user, live in under 60 seconds.Starting Price: $29/month -
39
Revenue.io
Revenue.io
Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter. -
40
Invoca
Invoca
Which of your campaigns drive the best phone leads? Are you losing sales because of bad call experiences? Are you getting credit for all of your conversions? Invoca helps businesses drive revenue growth by unlocking new data from calls, so they can acquire and retain more customers for less money. With Invoca's revenue execution platform, businesses are driving unbelievable results: • Marketing teams — like the one at Rogers Communications — are driving up lead quality and driving down acquisition costs by 82% • Contact centers — like the one at MoneySolver — are boosting agent performance and conversion rates by 100% • Multi-location businesses — like Renewal by Andersen — are increasing appointments set over the phone by nearly 50% Invoca is trusted by the world’s top brands, including AutoNation, Flagstar Bank, Mayo Clinic, Orkin, Subaru, and Verizon. -
41
Rippletide
Rippletide
Rippletide is an AI-driven conversational intelligence platform designed to enhance sales team performance by providing real-time insights and automating routine tasks. It assists sales professionals throughout the sales process, offering pre-call preparation briefs, post-call reports, and continuous coaching to improve effectiveness in prospect interactions. The platform integrates seamlessly with CRM and video call tools, ensuring accurate, real-time data synchronization and significant productivity gains. Key features include automatic call recording and transcription, AI-generated meeting notes, follow-up emails, and next-step recommendations, all aimed at streamlining post-meeting administration and accelerating deal closures. Rippletide's advanced analytics provide data-driven insights, enabling sales teams to identify obstacles, optimize strategies, and achieve reliable sales forecasts.Starting Price: €15 per month -
42
Leexi
Leexi
Leexi is an AI-powered meeting assistant designed to help teams capture and leverage every conversation. It automatically records, transcribes, and summarizes meetings, turning discussions into structured, actionable insights. Built for professionals who rely on accurate information, such as sales teams, product managers, and consultants, Leexi eliminates manual note-taking and ensures nothing gets lost. From customer calls to internal meetings, it centralizes knowledge and makes it easily searchable and shareable. With Leexi, teams can improve productivity, enhance collaboration, and make better decisions based on complete and reliable meeting data. -
43
Dovio
Dovio
Dovio is a cloud-based CRM for small businesses that combines contact, company and deal records with email and calendar synchronization, task tracking and sales pipelines. After users connect a Google or Microsoft account, Dovio can create contact and company records from email conversations and calendar meetings. Its meeting notetaker transcribes calls and prepares AI-generated summaries, suggested follow-up tasks and email drafts for review. Users can ask questions about CRM records and connected email, create custom data objects, and prepare, send and track contracts for electronic signatures. Dovio is accessed through a web application and supports team workspaces with shared customer records, activity histories and pipeline views.Starting Price: $19/seat/month -
44
Dhisana AI
Dhisana AI
Dhisana AI delivers intelligent automation across the entire revenue funnel, transforming revenue teams’ workflows into self-driving, always-on operations with its patent-pending Cognitive Architecture, which blends large language models with planning and reasoning engines and supports human‑in‑the‑loop guardrails. Its cornerstone is Agentic Flows, which automate key tasks such as account discovery by scanning multiple data sources to build ideal customer profiles; lead prioritization by analyzing fit, intent, and engagement in real time; adaptive outreach that crafts personalized messages and optimizes timing based on live signals; meeting intelligence that prepares comprehensive briefs with stakeholder insights; and conversation intelligence that transcribes calls, highlights pain points, competitor mentions, and sentiment. Dhisana also offers intent intelligence that alerts teams to buyer signals, deal acceleration with next-best-action recommendations, and deep research.Starting Price: $199 per month -
45
PhoneTrack
PhoneTrack
A voice data measurement, analysis and qualification platform made for marketing, sales or management teams . Artificial intelligence to analyze calls, classify the most productive ones, create automations and speed up the sales process. Calculate the ROI of campaigns including calls. Measure the origin and quantity of leads that call and maximize the results of your campaigns and ads. Metrics about each salesperson on the phone and terms that convert calls into sales. In addition to data for team training and insights into the consumer journey. Track multiple points of sale (or call centers) and performance metrics related to marketing. All in one centralized panel. We have what you need to improve your operation! -
46
Samskit
Samskit
Samskit is B2B sales software that gives sales teams their time back to sell and a CRM they can trust. Samskit is an AI platform that records, transcribes, and analyzes sales calls, then automatically updates the CRM, creates tasks, and drafts follow-up emails without manual input from the seller. Built for B2B sales teams of any size using HubSpot, Salesforce, Pipedrive, or Zoho as their CRM and running meetings on Google Meet or Microsoft Teams. Samskit joins calls automatically via calendar sync with no browser extension required. After each call, it generates a structured summary, extracts qualification fields (MEDDIC/BANT), and pushes updates directly to the CRM with one click. CRM field updates, meeting summaries, action item extraction, task creation, and follow-up email drafts are all triggered automatically at the end of every call. Output is delivered in HubSpot, Slack, and email so sellers act on insights without opening a separate dashboard.Starting Price: $30/user/month -
47
Truly
Truly
The Better Way To Manage Your (Remote) Revenue Team and Process. Your remote teams' conversations have gone digital, creating more data on customer engagement than ever before. Now you can capture and convert that data into consistent execution, with Revenue Process Automation™. Managing revenue has always been an extremely manual process. Built on anecdotes and spreadsheets, sales teams can't get the coverage they want in deal review, coaching and forecasting, which means real revenue slips through the cracks. With Revenue Process Automation, you can continuously analyze your activity/oppt data against your sales process, to ensure every deal is followed up on appropriately. All natively in the world's leading CRM (Salesforce).Starting Price: $65 per month -
48
Creovai
Creovai
Conversation intelligence and real-time guidance for contact center leaders. Creovai uses AI to analyze all your customer conversations, guide your agents in real time, and deliver insights to improve contact center performance–all within a single platform. Creovai listens to and analyzes every voice and digital interaction based on the criteria you care about, reducing manual QA time and giving your team a complete view of agent performance and customer experience. Answer the biggest “what” and “why” questions about your customer conversations with AI-powered predictive scoring models, pre-built insight categories, and prescriptive dashboards. Make informed CX decisions and provide automatic real-time guidance to agents based on conversation insights and customer intent. Establish a closed feedback loop. Use insights from your customer conversations to optimize call scripts, inform real-time guidance, and drive ongoing operational improvements. -
49
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
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HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: Free
