Alternatives to Coevera
Compare Coevera alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Coevera in 2026. Compare features, ratings, user reviews, pricing, and more from Coevera competitors and alternatives in order to make an informed decision for your business.
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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.Why Coevera is Better than Pipedrive
Pipedrive is a well-liked, simple pipeline tool for small teams, but reviewers often note that reporting and customization feel limited as sales processes grow more complex, and features such as lead capture and document tools are sold as add-ons on lower plans. Coevera starts where Pipedrive leaves off. It pairs an equally visual, drag-and-drop pipeline with the depth B2B organizations need: buying center and stakeholder mapping, visual org and relationship charts, account plans and health scoring, guided selling checklists per stage, quotes and product catalogs, multi-currency, business units, and granular permissions. Pivot reports, custom dashboards, Revenue Recognition, and a BI Feeder for Tableau and Power BI support serious analysis. The no-code Automatizer and Voyager AI, included in every plan, automate routine work. Coevera is designed for teams of 15 to 2,500 sellers who want Pipedrive-style simplicity without outgrowing their CRM.
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2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. -
3
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
4
Creatio
Creatio
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.Why Coevera is Better than Creatio
Creatio is a broad no-code platform for building apps across sales, marketing, and service, but that breadth comes with complexity. Reviewers note that it can be hard for non-technical users, many deployments rely on implementation partners, and pricing combines platform fees, per-product fees, and minimum annual commitments. Coevera is purpose-built for sales. Instead of building a CRM from components, teams start with a proven B2B selling system: visual pipelines, buying center and org charts, guided selling checklists, account plans, forecasting, and quotes, all configurable without code. The no-code Automatizer handles workflows, and Voyager AI is included in every plan. Most customers go live in about four weeks without a partner-led project or a full-time admin, and users are productive after roughly two hours. Coevera also invests in the people using it, with integrated Sales POP! content that helps sellers build skills inside the CRM.
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5
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.Starting Price: $10/seat/month -
6
SalesNOW
Interchange Solutions
SalesNOW CRM is your all-in-one solution to streamline sales and customer management. Track contacts, leads, deals, and performance with ease, all while staying connected via mobile or web. Create beautiful proposals and complex quotes to impress clients and win more business. Unlike other platforms, SalesNOW is committed to ensuring your success. Our Business Analysts help tailor the CRM to your business needs, while Account Managers train your team to maximize every feature. The result? A CRM that works for you, not the other way around. Empower your team, boost productivity, and achieve lasting results with SalesNOW CRM—the platform built for your success.Starting Price: $24.95/month/user -
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Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
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Nutshell
Nutshell
Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.Starting Price: $13.00/month/user -
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Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
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Claritysoft
Claritysoft
Claritysoft's flagship solution, Clarity CRM, delivers a unique blend of simplicity, utility, and flexibility. Clarity CRM provides powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.Starting Price: $39.00/month/user -
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Top Producer CRM
Top Producer Systems
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.Starting Price: $109/month/user -
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Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
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Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
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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 -
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QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
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Gauss Box CRM & Sales
Gauss
Gauss Box is an innovative cloud platform that harnesses the power of advanced AI technology to revolutionize and optimize business processes. You can seamlessly manage day-to-day operations, strategically plan for success, and leverage intelligent workflow processes and comprehensive analytics. Gauss Box CRM & Sales business solution is a comprehensive tool for planning, executing, and tracking sales activities within your organization. Boosting your sales requires a comprehensive understanding and management of the entire sales process. By taking full control of your potential customer database, you can better tailor your marketing strategies and engagement tactics. Generating leads and identifying new sales opportunities becomes streamlined, ensuring no potential client slips through the cracks. Regular monitoring of client communication not only enhances customer relations but also ensures that their needs and concerns are promptly addressed.Starting Price: €24.99 -
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Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
18
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
19
ClinchPad
Clinchpad Technologies
Don't waste time entering tons of data and creating contacts, instead focus on converting leads into deals. Store all relevant information pertaining to the lead at one place. Easy to comprehend pre-defined reports which will help you streamline your workflow and eliminate blockages. Increase revenues by getting organized. Keep track of what needs to be done next and get insights from past information. We talked to hundreds of businesses and found out what features they need so that you could have an uncomplicated CRM. Create multiple sales pipelines so that you can track different aspects of your sales process. Filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. A number of actions such as adding and renaming leads, assigning a user to a lead or moving the lead to another stage in the sales pipeline can be accomplished from the sales pipeline view itself.Starting Price: $9 per user per month -
20
Akoonu
Akoonu
Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity. Immediately increase productivity for everyone with intuitive pipeline views, roll-ups, and status indicators on opportunities. Natively developed on the Salesforce Lightning Platform for full data security, rapid deployment, and seamless integration with business processes. Quickly see how deals have flowed into and out of your pipeline, including new deals, wins, losses pushes, and more. Summary calculations show the change in total value, with all the underlying data that adds up to the net result. Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks. Use visual cues alongside numeric values to weigh pipeline risk across deal factors including a number of deals, deal values, status, and timing. Review key data for individual deals to gain deal context and spot areas of concern.Starting Price: $20 per month -
21
Weflow
Weflow
Weflow points out revenue leaks in real-time to take action and fix issues before they impact your forecasts. Weflow provides deal signals that make it easy to keep your pipeline on track. Full visibility into risks, next steps and activities help guide reps to closed-won. Configure automations to get real-time alerts and smart views on your rep’s pipeline in your inbox or Slack channels. Weflow’s pipeline management provides deal insights, alerts, and signals to keep your deals on track. Gain complete visibility into risks, next steps, and activities to help guide reps to closed-won. Reps increase win rate by 11-16% using Weflow. Weflow enables managers to inspect pipeline health quickly and makes it easy for reps to forecast with confidence. Weflow customers achieve 92% forecasting accuracy improving Salesforce data quality, and process compliance.Starting Price: $39 per user per month -
22
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
23
Snapforce
SnapForce Technologies
Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to display deals separated by probability, stage, expected close date range, amount, and more. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.Starting Price: $12 per user per month -
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ASPEC
SalesWays
ASPEC is the Getting Things Done of sales. Put all opportunities into ASPEC as you find them. ASPEC creates the sales specific cycle and sets the three fundamental skill phases.ASPEC values each opportunity by calculating the probability of winning. A unique and simple algorithm based on success of a win and the risks involved in the sales not going to completion. Accurate, consistent, and minimal user input. Using the probability of winning and the the time left to complete the sale, ASPEC automatically prioritizes every opportunity in your pipeline and keeps it up-to-date in real-time. Now you can confidently “work” the ASPEC prioritized list, knowing that you are not wasting time on bad deals, or working sure bets too early. ASPEC Expert Analysis checks the salesperson’s understanding and activity based on the specific environment for every opportunity and offers coaching and guidance on the best strategies to use. -
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Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
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Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
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Tubular
Tubular
Managing your sales pipeline can be tedious and at times a painful process, however Tubular, a sales tracking, collaboration, and workflow platform for sales teams, changes all that. Built on an easy to implement platform with sales tools that painlessly capture leads, while allowing your team to laser focus on closing deals. With features that include Tracking Leads from Multiple Sources, Triangulate Data, Seamless Integration Capability, Multi-user Collaboration, and much more, Tubular will make selling fun and engaging again.Starting Price: $9.00/month/user -
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Sellution
Sellution
Scale & Grow Your B2B SaaS or Online Service Company Using Sales CRM, Automation and Artificial Intelligence. Sellution's fully unified All-In-One CRM Sales platform was built from the ground up to help businesses sell more and sell faster using the the power of sales automation and artificial intelligence. You'll be able to log into one platform and see all your customer data... all in one place. Sellution offers a full range of CRM tools, which serve to streamline the way you organize your contacts and deals in your sales pipeline. With Sellution your sales teams are going to be able to leverage a modern day sales automation machine to help them make more calls, send more emails and close more deals. -
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Teamwork CRM
Teamwork.com
Easy-to-use sales CRM software that separates your leads and opps pipelines. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. Separate your deals into leads and opportunities to create an even more results-focused pipeline and give you more accurate forecasting for projected revenue. With increased visibility comes increased revenue.Starting Price: $8 per user per month -
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Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
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Xactly Forecasting
Xactly
Leverage AI/ML to optimize sales pipeline, improve sales & commission earnings forecast accuracy, and hit sales targets every time. Use data-driven insights and visual dashboards to better assess pipeline health, get deeper visibility into pipeline activities & trends, and prioritize high-potential opportunities. Eliminate guesswork for reps with a digital rep assistant that auto-captures relevant opportunity data, maintains CRM hygiene, and guides reps on deals. Leverage machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline pipeline forecast management. Keep the pipeline clean with smart data capture and by automatically enforcing desired sales behaviors across all the sales org with alerts & next best actions that guide the reps. -
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noCRM.io
You Don't Need a CRM!
noCRM.io is an easy-to-use, cloud-based lead management software (SaaS) purpose-built for salespeople. Unlike a traditional CRM application, noCRM.io boosts business productivity through prospecting, lead tracking, and pipeline management. With noCRM.io, users can easily create leads in seconds (business card, email, website, and mobile, and spreadsheet) as well as seamlessly organize their sales process and customize their sales pipeline to manage their sales cycle from end-to-end.Starting Price: $14.00/month/user -
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Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
34
Ontraport
Ontraport
Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work.Starting Price: $29.00/month -
35
Flexie CRM
Flexie Solutions
Bring more revenues to your company by focusing on the deals with the highest value. Timing is crucial in sales, and so is having a simple and insightful deals pipeline. Flexie has built an easy-to-use and powerful deals management system, allowing you to concentrate on deals that bring the most value to your organization. Never let high-value deals fall through the cracks. Our user-friendly and customizable deals pipeline lets you create as many deals as you want. Use filters to find specific deals, drag and drop deals to move through stages, and have everything into one place. Close more deals, set new targets for your team and tailor your deals pipeline to your sales thinking. Assign deals and tasks to your sales reps and managers. -
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Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/userWhy Coevera is Better than Zoho CRM
Zoho CRM offers a broad suite at a low entry price, but users on review sites often cite a cluttered interface, a substantial learning curve, and uneven support, and many advanced AI features are reserved for higher editions. Coevera is focused on one thing: helping B2B sales teams sell better. Its visual interface puts the pipeline, buying center, org charts, and account plans front and center, so reps adopt it quickly and managers get reliable data. Guided selling checklists embed your playbook in every stage, the no-code Automatizer handles workflows, and Voyager AI in every plan drafts emails, summarizes calls and deals, and suggests next actions, showing its reasoning and asking before it acts. Coevera also develops sellers with integrated Sales POP! expert content. Customers typically go live in about four weeks with no full-time admin, backed by ISO/IEC 27001 certification and dedicated account management on Enterprise and Unlimited plans.
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37
MaxIQ
MaxIQ
MaxIQ is an AI-native Revenue Intelligence platform that helps Sales, Customer Success, and RevOps teams operate on a single revenue system. It connects pipeline, forecasting, conversation insights, and post-sales execution so teams can see what’s happening across the entire revenue journey. MaxIQ helps revenue teams understand deal health, improve forecast accuracy, capture insights from customer conversations, and drive retention and expansion. Instead of disconnected tools for sales and customer success, MaxIQ provides one unified platform that gives revenue leaders full visibility from pipeline creation to renewals and growth.Starting Price: $$ -
38
RevSure
RevSure AI
RevSure.AI’s Sales Pipeline Readiness Platform helps marketing and revenue teams accurately predict and generate pipeline with real-time AI-powered insights. Are you constantly worried about whether or not you will have enough pipeline going into next quarter? The RevSure platform can help you confidently predict and generate pipeline, pinpoint where your funnel has bottlenecks, and tell you exactly how to solve them. Get real-time lead and account recommendations on which roles, verticals, markets, and more have the greatest potential to convert to pipeline so you can proactively adjust your strategy. Gain visibility into conversion driving behaviors from lead to opportunity. Uncover funnel leakage and assess how they can be resolved to reduce losses. Easily track marketing campaigns, understand behaviors across channels and segments, and receive actionable insights on how to optimize to improve performance. -
39
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
40
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
41
FlowChat
C.O.R.E. Enterprises LLC
FlowChat is a powerful Chat Management and Social Selling platform that helps entrepreneurs and sales teams turn conversations into conversions. It centralizes all your social media DMs, leads, and follow-ups in one easy-to-use dashboard, allowing you to book more calls and close more deals. With built-in AI integration, users can instantly craft compelling responses and message templates that resonate with their audience. FlowChat connects seamlessly with over 200 tools and 3,000+ apps via Zapier, Make.com, and direct integrations like Salesforce, HubSpot, and Pipedrive. Whether you’re automating Instagram outreach, managing multiple pipelines, or building team training modules, FlowChat keeps everything organized and efficient. Designed for modern digital sellers, FlowChat helps businesses transform content engagement into high-value client relationships.Starting Price: $247/month -
42
RepCard
RepCard
RepCard is field sales software built for door-to-door and outside sales teams in home services. It's a Sales Operating System that replaces the fragmented stack of canvassing apps, recruiting tools, CRMs, and marketing platforms with one system. Teams use RepCard to recruit& onboard reps, manage territories and field activity in real time, track leads through the full pipeline, and run follow-up from the same platform. Core capabilities include rep recruiting and onboarding workflows, field sales management with real-time activity tracking, lead capture and pipeline management, digital business cards with personalized video intros, sales performance analytics and leaderboards, and automated customer follow-up. RepCard serves roofing, solar, pest control, HVAC, and home services companies with field sales teams of 3 to 100+ reps. Built by former D2D sales managers, it's the all-in-one field sales management alternative to running your operation across five disconnected apps.Starting Price: $20/user per month -
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OrbitShift
OrbitShift
Our Agentic AI Sales Operating System is purpose-built for enterprise consultative sales motion to streamline their sales processes and achieve better outcomes faster. With three powerful and seamlessly integrated modules, accountOS, knowledgeOS, and rfpOS, OrbitShift facilitates a full deal cycle. OrbitShift empowers sales/pre-sales teams to identify high-value accounts, get relevant account/people insights, generate highly contextual and personalized messages/emails, generate relevant content for conversations/presentations, and automate RFP/RFI responses. All in all, OrbitShift transforms how sales teams build pipelines, nurture leads/deals, and close deals. We deliver exceptional outcomes - 2-3X higher pipeline, 1.5-2X higher deal participation rate, 20-30% better win rates while generating unprecedented 60-70% efficiency benefits (e.g., account/people research effort, RFP response generation effort) through agentic workflow. -
44
Kylas
Kylas
Kylas is an enterprise-grade Sales CRM software that is uniquely designed and engineered for SMBs. The product helps small and medium businesses to streamline their sales efforts, engage with customers effectively and grow faster. Kylas offers the following at a flat cost of INR 12,999/month. 1. Unlimited User Licenses 2. Unlimited Features 3. Onboarding & Training by CRM Experts. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline. Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.Starting Price: ₹12,999 / Month -
45
OpPlan
Winning Sales Plan
Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level. -
46
SocialSprint
SocialSprint
Social Sprint is a LinkedIn social selling platform built for B2B sales and marketing teams. It replaces disconnected individual LinkedIn activity with a coordinated, measurable team system. Features include team-layer analytics and leaderboards, AI-powered content tools (post writer, formatter, profile analyzer), a CRM-lite prospect pipeline, campaign management, and a gamification engine with streak tracking and ABM target management.Starting Price: $0 -
47
GrowthDot CRM and Deals
GrowthDot
CRM and Deals for Zendesk is a sales CRM that will help you to manage pipelines inside Zendesk Support without buying Zendesk Sell. With its help, you can combine customer support with the sales process and create one unified and omnichannel platform. Here is a list of the main app features: Obtain sales opportunities directly from Zendesk Support tickets View a complete record of interactions with each client Centralize all sales deal information in one location Customize and create pipelines to fit your specific sales process Include product descriptions in your deals Incorporate stages, product details, and client data Set lost reasons and their subcategories Automatically schedule lost deals to be moved Attach files to your deals Analyze reports on lost deal reasons, sales trends, and more User-friendly interface for easy navigationStarting Price: $6 per agent/per month -
48
iPipeline CRM for Distributors
iPipeline
Microsoft-Integrated CRM Built for Insurance. Automates sales processes & marketing campaign management. Weigh sales effectiveness activities against production goals. Delivers a superior, out of the box, industry-specific user experience. Lead tracking functionality to recruit new agents, profile new prospects, and retain existing agents. Create relevant campaigns, segment accurately, and utilize dashboard reporting. Direct integration with iPipeline Agency Integrator and the data you already have in your organization. -
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CRMPlus
DailyMails
Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs. -
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Katalyst
Katalyst
Katalyst is an AI sales agent that works your Salesforce pipeline, turning calls, emails, and signals into Salesforce updates, next steps, and account plans so enterprise sales reps close deals, not tabs. It surfaces timely signals, summarizes every touchpoint, and keeps every deal always up to date by capturing customer interactions across meetings, notes, emails, and calls, then updating the relevant deal fields in Salesforce. With always-updated pipeline data, teams can improve forecasting, pipeline analysis, and win/loss visibility without relying on manual CRM hygiene. Katalyst turns every interaction into action by using the company playbook, deal history, and deal context to suggest the right next step, then writes it back to Salesforce. It also deploys critical deal signals such as leadership moves, hiring, events, news, 10-Ks, and website activity, helping reps engage buyers at the right time and move opportunities forward with confidence.