Alternatives to Copper

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

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    Pipedrive

    Pipedrive

    Pipedrive

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

    CrankWheel

    CrankWheel

    Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!
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    Shape Software

    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.
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    Creatio

    Creatio

    Creatio

    Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem.
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    Pipeliner CRM

    Pipeliner CRM

    Pipelinersales Corp.

    Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite.
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    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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    Starting Price: $10 seat / month
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    C2CRM

    C2CRM

    Clear C2

    At Clear C2, we understand that different companies have different business requirements. We designed C2CRM to allow you to choose only the functions you need. Our CRM system is a cost-effective solution that will grow with your business. C2CRM consists of four modules that integrate to provide a comprehensive CRM solution: Relationship Management, Sales Automation, Marketing Automation, and Customer Service. Only buy what each user needs. The C2CRM Relationship Management module is the core of our solution. It consists of all the logic you need to manage your business relationships effectively and a mobile app to keep your sales team informed while on the road. Get a 360-degree view of your accounts, contacts, and activity with built-in dashboards, workflow automation, and reports.
    Starting Price: $37 per user per month
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    Nutshell

    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.
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    Starting Price: $13.00/month/user
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    Maximizer CRM

    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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    Salesmate

    Salesmate

    Salesmate

    Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.
    Starting Price: $12/month/user
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    Freshsales

    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.
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    Starting Price: $9 per user per month
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    Starting Price: $49.00/month
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    Kixie PowerCall & SMS
    Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required!
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    Capsule

    Capsule

    Zestia

    The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.
    Starting Price: $18 per user per month
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    1CRM

    1CRM

    1CRM Systems Corp.

    1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.
    Starting Price: $13.00/month/user
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    eRep

    eRep

    Revalize

    eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
    Starting Price: $75/user/month
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    Affinity

    Affinity

    Affinity

    Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.
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    Veloxy

    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.
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    Starting Price: $49 user/month
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    CallShaper

    CallShaper

    CallShaper

    CallShaper is a call center software and Predictive dialer designed to help reduce costs and increase ROI for Call Centers. CallShaper partners with businesses to maximize contacts, track the performance of agents, manage leads, and sales processes. The drag-and-drop interactive voice response (IVR) editor allows managers to transfer calls to third-party stakeholders and other recipients based on agents' availability, time, or type. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.
    Starting Price: $75 per month
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    BidBook

    BidBook

    CRM Evangelist

    Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
    Starting Price: $30.00/month/user
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    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM

    Less Annoying CRM is a basic contact chief developed from the beginning private companies. Deal with your contacts, drives, notes, logbook, to-do's and that's only the tip of the iceberg, all from one straightforward web application. Our item is established on three center standards: straightforwardness, reasonableness, and exceptional client benefit. All clients get a boundless free 30-day trial to thoroughly test each part of the CRM, and client benefit is constantly free through the telephone and email if clients have questions.
    Starting Price: $15.00/month/user
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    Demodesk

    Demodesk

    Demodesk

    Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.
    Starting Price: $49/month/user
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    Lusha

    Lusha

    Lusha

    Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. B2B engagement is based on trust. Lusha helps you build that trust using simple tools which allow you to enrich and verify business profiles. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis. Our customers range from small and medium businesses to enterprises including Google, Amazon, and Apple, to name but a few. Use our razor-sharp filters to get your list of 1,000 prospects in one go. Easily build your lists with accurate and actionable data on each single prospect. In one click, export lists to your CRM and put your workflows on autopilot. Install Lusha on your browser to get instant contact and company data on all the people you want to reach, right where you work: LinkedIn, Salesforce, or any company website.
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    ZoomInfo Sales
    Maximize productivity, accelerate pipeline and reach the revenue potential you didn’t imagine possible with ZoomInfo Sales. Build an account universe based on your Ideal Customer Profiles and reach decision makers with the largest B2B contact database of 65M+ direct dial phone numbers and 150M+verified email addresses. Identify and reach prospects at the beginning of their buyer’s journey by tracking companies researching solutions like yours across the web. Discover and connect with decision makers from companies exploring your business website. Analyze customer calls, meetings, and emails to drive process changes that impact your bottom line. Build and execute multi-touch sales cadences with our native phone dialer and email tool. Shorten your sales cycle with ZoomInfo Chat, an easy-to-use, data-driven chat bot tool. Set real-time lead alerts to engage best-fit buyers or automate lead-qualifying interactions to free up your internal team.
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    Outreach

    Outreach

    Outreach

    The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.
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    LeadIQ

    LeadIQ

    LeadIQ

    Helping sales reps win. LeadIQ makes prospecting easy, fast and most of all... fun! Our mission at LeadIQ is to empower sales teams to prospect smarter. Build lead lists in minutes, not days. Ditch the old database and research prospects first to build a more meaningful connection and close more deals. Our flagship product, the LeadIQ Chrome Extension makes prospecting outside the CRM super easy, while eliminating data entry for reps. Research your prospects, get up to date contact data, and push it into your favorite sales tools. Built for developers, access one of the world's largest B2B datasets of prospects via our business intelligence API. Add contact data, company info and social media info into any technology with a few lines of code. An entrepreneur's best friend. Use Scout if you work in sales, run your own startup, or are trying to reach out to anyone. Our free extension gives you access to millions of people's email addresses as you browse company websites.
    Starting Price: $45 per user per month
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    ZoomInfo

    ZoomInfo

    ZoomInfo

    ZoomInfo helps companies achieve their most important objective: profitable growth. Our platform puts sales and marketing professionals in position to identify, connect, and engage with qualified prospects by giving you: - Verified Emails & Direct Dials - Intent Data & Business Scoops - Technographic Information - Company Organization Charts Integrate with the apps that matters to you. Start your free trial today.
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    Groove

    Groove

    Clari

    Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters.
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    Salesforce

    Salesforce

    Salesforce

    Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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    Starting Price: $25.00/month/user
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    Bigin by Zoho CRM
    Features tailored to the needs of small businesses. Minimal by design and crafted with the utmost importance to functionality, Bigin by Zoho CRM offers just the right set of CRM features to help small businesses streamline their sales, close more deals, and grow faster. Deploy web forms to capture your website visitors' details. Send and receive emails from within the product. Keep a complete timeline view of every interaction with your prospects. We believe every business needs a CRM, no matter how small they are. Being small is not an excuse for businesses to continue using inefficient spreadsheets for their customer-related operations. With Bigin, we're looking to provide a user-friendly CRM packed with the right features, and most importantly, for the right price. Bigin removes the complexity associated with full-blown CRMs, making it easy for its users to set up, track day-to-day activities, manage customer relationships, and ultimately grow faster.
    Starting Price: $7 per user per month
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    Friday CRM

    Friday CRM

    Friday CRM

    That's right! Friday CRM is not a free trial. It's 100% free with no time limit. Would you like to get CRM for free? No problem! An affordable CRM software that offers alternatives to traditional customer relationship management. This is the best tool available for B2B and B2C sales available on the cloud. This next generation CRM is ideal for organizing leads and marketing automation. In comparison with other free CRMs, this one leads the way in the service sector. There is no licensing cost, and no demo to download. It is ready to use online now! Looking for a low cost, advanced CRM? The most used CRM is now available on the cloud. The price? Free. This is the best system out there for web-based sales automation. Every small business, whether in manufacturing or the service sector, can benefit from the ready-to-use online tools all available right now. In a review of the top ten CRMs, this one was voted the most simple and best for lead and sales management. No download required.
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    Insightly

    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
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    Pepper Cloud

    Pepper Cloud

    Pepper Cloud

    Pepper Cloud is an AI-powered sales CRM built for small and medium-sized businesses to manage leads, automate workflows, and close deals faster. It integrates with WhatsApp, Facebook, Instagram, Telegram, email, and web chat, allowing teams to handle all customer conversations from a single unified inbox. The platform offers customizable sales pipelines, real-time deal tracking, and accurate revenue forecasting. Workflow automation simplifies lead assignment, follow-ups, reminders, and task creation, reducing manual effort. Pepper Cloud also integrates with tools like Mailchimp, MailerLite, Xero, Zoom, and Google Workspace. Powered by AssistAI, Pepper Cloud uses generative AI to auto-capture leads, summarize conversations, automate chat flows, and prioritize tasks. Its no-code AI chatbot provides 24/7 support and smoothly escalates complex queries to human agents.
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    Mesh

    Mesh

    Automattic

    Mesh is a relationship management platform designed to help individuals and teams organize and maintain their professional and personal networks. It automatically captures interactions from emails, calendars, and other communication tools to keep contact data up to date. The platform uses AI to surface important updates such as job changes, news mentions, and life events. Mesh allows users to set reminders and receive prompts to reconnect with contacts at the right time. It provides a centralized, searchable database of all connections, making it easy to find and manage relationships. The platform also supports team collaboration, enabling shared visibility into networks and connections. Mesh integrates with various tools to streamline data collection and workflow. Overall, it helps users build stronger relationships and stay connected more effectively.
    Starting Price: $10 per month
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    Salesflare

    Salesflare

    Salesflare

    Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.
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    Starting Price: $30/month/user
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    ProteusEngage
    The ProteusEngage sales enablement platform was designed by sales industry leaders who struggled with complex new business development and current client cross-sell success. ProteusEngage is different from any other sales enablement platform on the market as we leverage a buyer first methodology powered by proven buyer engagement Journeys, Modules and Analytics. ProteusEngage's one of a kind proven Workspaces drive engagement, collaboration, consistency and communication - driving relationships and revenue success. Stop having your sales team sling out as many brochures and ppt's as they can. Adopt the approach your buyers and clients desire - real consultative and authentic relationships on their terms. ProteusEngage empowers sales and account teams to build highly collaborative digital workspaces to maintain real relationships via communication, collaboration and trust development - digitally.
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    PowerRouter

    PowerRouter

    PowerRouter

    Focus on what matters the most for your business i.e. closing more deals faster. Ensure every lead has the best chance to convert by routing it to the right rep on your team. Your prospects and your team members deserve no less Match leads to accounts and then route leads to teams You can close faster when your reps reach out to your prospects the fastest. Don’t lose revenue because your leads got stuck in the cracks – Follow up fast, Win more. Assign leads as they come – to your SDR team, account executive or CSM by matching leads to your named accounts in real-time. Convert them while they’re hot. Speed to lead is the key to Conversion Reps, Reps & More Reps Visual Canvas to build flows easily Easy Drag and Drop interface to manage workflows in real-time
    Starting Price: $15 / user / mo
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    folk

    folk

    folk

    folk is the CRM that works for you, not the other way around: it's lightweight, customizable, and powered by AI. folk's mail merge software lets you send emails in bulk, with as much customization as you want, from your own domain. Forget time-consuming copy-pasting; now you can build out your CRM with ease using folkX. Take the legwork out of collecting contacts for prospecting, hiring, fundraising, and much more. You can also use folk with 4000+ Integrations to build powerful automations with your favorite tools: Typeform, Webflow, Calendly, Slack, Airtable, and many more. Impress contacts with your thoughtfulness: make notes in folk whenever and wherever you interact, so you never forget a detail.
    Starting Price: $20 per user per month
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    ezTask.io

    ezTask.io

    AppiVa Software

    Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.
    Starting Price: $19/month/user
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    Streak

    Streak

    Streak

    Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.
    Starting Price: $39.00/month/user
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    Unifyy

    Unifyy

    Unifyy

    A CRM that will crush your sales goals by 20% in 30 days. Unifyy makes you more money by providing your team with a fully functional phone system, SMS, email, and more all in the browser window. Unifyy is a fully robust telephony system that handles inbound and outbound calls, voicemail, IVRs and more. Unifyy can replace your existing phone system to save you money or work alongside it. In addition, Unifyy integrates with your existing email system but can also integrate with Mailchimp and Mandrill. Unifyy can prioritize leads based on close-ability then feed them to your salespeople's phones one by one. Unifyy integrates seamlessly with paid advertising platforms like Google and Facebook so you know how much profit is where. Where you were previously optimizing on cost-per-lead you can now optimize on profit. Unifyy automates the follow-up for each lead based on its last disposition.
    Starting Price: $39 per month
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    Teamgate CRM
    Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.
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    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.
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    Colabo

    Colabo

    Colabo

    Gather all the necessary information in real-time across internal data sources to create the shopping profile with information from social sources and partner services. Suggest personalized solutions for each of your consumers so they know you see them as individuals. Bots learn how to identify a cat by analyzing millions of cat photos and are then able to recognize one in seconds. Once the image is not of a cat, the bot will fail. Where technology lacks, there’s a need to rely on human beings to help consumers answer their requests. Colorado knows how to route the conversation between the bot and the human associate so it will remain flawless. Colabo provides tailored recommendations and suggestions using assisted intelligence so that associates can perform tasks better and faster so that every associate shines as an expert.
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    Calldrip

    Calldrip

    Calldrip

    What is Calldrip and why should my sales organization use it? For more than 10 years Calldrip has been dedicated to helping businesses respond immediately to new inquiries. We've leveraged this experience to develop our suite of sales automation tools and have now deployed this technology to thousands of customers worldwide. By triggering a phone call between your sales team and your prospect while they're still on your website, were able to increase conversations by as much as 900%. The privately held, fast-growing company is based in Salt Lake City, UT. In todays Google Micro Moments world, business must engage with the prospect FAST. Calldrip ensures instant engagement and spotlights potential problems in the sales processes.
    Starting Price: $99.00/month/user
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    Platformax

    Platformax

    Platformax

    Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
    Starting Price: $9.99 per month
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    FreeAgent CRM

    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
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    HubSpot Customer Platform
    Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.
    Starting Price: Free
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    CentraHub CRM

    CentraHub CRM

    CentraHub

    #1 Custom CRM Software for Businesses. Boost your Growth by Automating Sales, Marketing and Service. Sales force automation tools to track, monitor and manage pipeline. Close more customers efficiently. Marketing automation platform for converting leads to sales with campaigns, email and more. Customer service platform for ticket management with SLA's across assets and service classes. Automate sales and lease of real estate assets intelligently with site visits, reservations bookings and possession. Reduce cost & equipment downtime while increasing team productivity with enterprise facilities & asset management. Dealership Management System (DMS) for simplified automotive inventory, marketing, sales and service management. Automate asset lifecycle across procurement, inventory tracking, transfers, maintenance and retirement of assets. Manage customers effectively with smart analytics for profiling, loyalty, trend analysis and order fulfillment.
    Starting Price: $10 per user per month