Alternatives to Customermates

Compare Customermates alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Customermates in 2026. Compare features, ratings, user reviews, pricing, and more from Customermates 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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    SalesTarget.ai

    SalesTarget.ai

    SalesTarget LLC

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

    monday CRM

    monday.com

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

    Monaco

    Monaco

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

    Day AI

    Day AI

    Day.ai is an AI-native CRM platform that brings the voice of the customer into every business decision by automatically ingesting and structuring customer interactions from meetings, emails, calendars, and collaboration tools into a unified system that eliminates manual entry and guesswork. It combines a meeting assistant, CRM, and knowledge base into one solution that captures notes, action items, contacts, deals, and pipeline context in real time to provide a high-resolution, searchable record of customer relationships and sales activities across your tech stack. It uses advanced AI to summarize conversations, update CRM records, and surface insights that help teams understand why deals are progressing or stalling, while enabling natural-language queries and automated workflows that reduce admin burden and boost productivity.
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    JRNY

    JRNY

    BetterQA

    JRNY is BetterQA's CRM built for service teams that can't afford to lose context between touches. Contacts, deal stages, messages, notes, and full activity history in one place, visible when you need them, not buried three clicks deep. What separates JRNY from generic CRMs? It monitors accounts for buying signals: job postings, funding, product launches, and scores opportunities from 0 to 100. The built-in reply assistant drafts follow-ups based on conversation history, not templates.
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    iSales CRM

    iSales CRM

    IT IDOL Technologies

    iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.
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    SuperAGI SuperSales
    SuperSales is all in one AI Sales Platform to grow your revenue, without the hassle of hiring large sales team. SuperSales agents plan & prioritize your sales activity, research & engage with your prospects, monitor the health of deals, update your CRM, etc. Consolidate all your fragmented GTM tech stack across categories like lead data, sales engagement, dialer, meeting bookings, CRM, etc. with one powerful platform. SuperSales enables your sales reps and AI agents to collaboratively drive sales engagement, building qualified pipeline that converts to revenue. Living lead database of more than 275+ million contacts and 75+ million companies continuously collected, curated, updated, and verified by AI agents. SuperSales reimagines CRM for an AI-native world by unifying system of record & system of action powered by AI agents for your customer data.
    Starting Price: $75/month
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    Clarify

    Clarify

    Clarify

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

    CrmOne

    CrmOne

    CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.
    Starting Price: $59/month/5 Users
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    1stContact.ai

    1stContact.ai

    1stContact.ai

    1stContact.ai™ is the an Ai -First CRM platform, designed to help entrepreneurs and small businesses connect with customers smarter, faster, and more effectively. Unlike traditional CRMs that bolt on AI as an afterthought, we built our entire platform with artificial intelligence at its core. **All-in-One Solution:** Our unified platform eliminates the need to juggle multiple tools. Capture leads through landing pages, forms, and calendars. Nurture relationships with automated email, SMS, voicemail, and social messaging. Close deals with integrated scheduling, payments, and analytics—all in one seamless system. **Key Features:** - AI-powered lead scoring and intelligent automation - Complete sales pipeline and contact management - Email & SMS marketing campaigns - Appointment scheduling with calendar sync • Reputation management and review automation • Integrated payment processing • Mobile app access • 500+ industry templates and add-ons • 700+ integrations
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    Redule

    Redule

    Redule

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

    Briced

    Briced

    Briced is an AI-powered CRM and revenue operations platform that helps sales, partnerships, customer success, and recruitment teams manage relationships, opportunities, and workflows in one place. The platform combines customizable pipelines, contact and company management, activity tracking, email and calendar integrations, workflow automation, and AI assistance. Users can create and manage pipelines for sales, partnerships, hiring, customer onboarding, and other business processes using kanban and table views. Briced automatically syncs emails, meetings, and interactions from Google Workspace and Microsoft 365, providing a complete history of customer engagement. Its AI analyzes conversations, emails, meetings, and activities to summarize interactions, identify next steps, update pipeline stages, and surface insights that help teams prioritize work and close opportunities faster.
    Starting Price: $39/month/seat
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    AiEngage CRM

    AiEngage CRM

    AiTrillion

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

    Sentia+

    Sentia AI

    Sentia+ is an AI Operator that helps professionals and teams run work from one intelligent interface. Instead of switching between CRM, email, calendars, contacts, meeting tools, task managers, spreadsheets, research apps, and documents, users work through Sentia+ across connected tools. Sentia+ manages contacts and relationship history, organizes pipeline and opportunities, prioritizes email, prepares users for meetings, records and summarizes conversations, captures decisions, creates follow-ups, manages tasks, supports research, drafts content, improves CRM data quality, and coordinates workflows. It surfaces priorities, preserves context, reduces manual administration, and helps prevent missed actions. Unlike a dashboard or generic chatbot, Sentia+ is connected to accounts, data, and workflows. It helps users complete work, not just view information or receive answers, so they can operate with fewer tools, better follow-through, cleaner data, and more time for customers.
    Starting Price: $99/month
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    Lightfield

    Lightfield

    Lightfield

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

    Zixflow

    Zixflow

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

    Atrium

    Atrium

    Atrium is an AI-powered communication and relationship management platform designed to help users organize, understand, and nurture their professional network by combining an intelligent inbox with a personal CRM into a single system. It brings together email, contacts, and calendar data into one unified interface, where information is automatically enriched, grouped, and prioritized to surface the most important relationships and interactions. It acts like a “relationship studio,” using AI to triage incoming communications, filter out irrelevant messages, and provide contextual insights such as recent company updates, prior conversations, and relevant notes before meetings. It allows users to ask questions about their network, track relationship depth and growth, and access detailed profiles with historical interactions and key information. Atrium also automates follow-ups and reminders, helping users maintain consistent communication without manual effort.
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    Arches CRM

    Arches CRM

    Hexagon IT Solutions

    Arches CRM is an AI-powered cloud CRM platform that helps businesses manage leads, automate sales and marketing, track customer interactions, streamline communication, monitor performance, and improve productivity from a single platform. It includes lead management, sales pipeline tracking, workflow automation, email and WhatsApp communication, reporting, AI assistants, integrations with popular business applications, and analytics to help businesses close more deals and build stronger customer relationships.
    Starting Price: $24.99/month
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    Revio

    Revio

    Revio

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

    Aurasell

    Aurasell

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

    Skarbe

    Skarbe

    Oskar by Skarbe is an AI-powered inbox assistant designed to automate follow-ups, reminders, and deal tracking so you can focus on running your business. It seamlessly integrates with your email, calendar, and calls to capture every contact and interaction without manual data entry. Oskar analyzes conversations and replies to identify promising leads and suggests the next best action to keep deals moving. The AI drafts personalized follow-up emails in your tone, ensuring communication stays authentic and timely. Unlike traditional CRMs that require constant updates, Oskar works proactively to deliver results without extra effort. With its intuitive design, Oskar helps entrepreneurs and small teams close deals faster — without feeling like full-time salespeople.
    Starting Price: $29 per month
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    Needle

    Needle

    Needle

    Needle is a proactive GTM agent platform that helps revenue teams manage deals, CRM updates, pipeline risks, and follow-up tasks directly from Slack or Microsoft Teams. Each Needle agent acts on behalf of a user, mirrors their permissions, and connects to tools such as CRM, email, calendar, documents, spreadsheets, and sales engagement platforms. The platform can detect stalled deals, suggest next best actions, draft outreach, update CRM records, enrich contacts, and surface revenue risks before they are missed. Needle works like a teammate inside existing communication channels rather than forcing teams into another dashboard. It uses multiple AI models and routes work intelligently while keeping company context, customer data, and agent memory private. Needle helps sales and revenue teams move deals forward, reduce administrative work, and operate with more proactive pipeline intelligence.
    Starting Price: $199/agent/month
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    OnSite CRM

    OnSite CRM

    OnSite CRM

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

    kōdlo

    Reinode Software

    kōdlo is an agent-native sales workspace for B2B teams closing high-ticket deals. The platform combines a modern multi-tenant CRM with a single unified AI agent that lives inside every page of the workspace — always present, always context-aware, ready to act without copy-pasting or tab switching. The agent knows what the user is looking at. Open a contact and ask "what should I do next?" — the answer comes in seconds, grounded in LinkedIn activity, company news, and CRM history. Key capabilities: Multi-Step Deep Research produces citation-rich prospect briefs by running coordinated searches across multiple open sources. Knowledge Hub lets teams upload pitch decks, RFPs, and industry reports and work with them in full agent context. Recurring Scheduling Jobs process entire lead lists autonomously on a set schedule, delivering results to the workspace, Telegram, or Google Chat.
    Starting Price: $49/month
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    Empiraa Signal
    Empiraa Signal is an AI-powered sales system that gives sales teams more pipeline and less admin. It combines prospecting, outreach, deal and pipeline management, and reporting in one connected system, so reps spend less time on data entry and more time selling. Built-in AI, ANI, recommends next actions, builds outreach sequences, and keeps deals moving without manual follow-up. Every plan includes unlimited users. Signal connects with tools sales teams already use, including Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for SSO and calendar sync, managed through Settings and the Workflow Engine. It's built for small to mid-sized B2B sales teams and consultants or agencies managing prospecting and deals, and pairs well with Empiraa GPS for teams wanting strategy and sales in one system. A 14-day free trial is available, no credit card required.
    Starting Price: $49/month
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    Fluid CRM

    Fluid CRM

    Fluid CRM

    Fluid CRM is a visual, lightweight CRM built for solo founders, freelancers, and small B2B sales teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view where you drag deals across stages and always see what needs to happen next. Core features: unlimited pipelines and contacts, visual drag-and-drop deal boards, follow-up reminders so no lead slips through the cracks, BCC email sync, embeddable lead capture forms, in-app automations, REST API with webhooks, and easy CSV import and export. Keyboard shortcuts and minimal clicks make 10-second tasks take 10 seconds, not 5 minutes. Setup takes about 5 minutes. No onboarding calls, no admin overhead, no upgrade traps. Every feature included in every plan. Fluid CRM is rated 5.0 on AppSumo and powers hundreds of small B2B pipelines. It has the structure of a CRM with the simplicity of a spreadsheet
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    Octolane AI

    Octolane AI

    Octolane AI

    Octolane AI, a Y Combinator-backed startup, specializes in handling and analyzing vast datasets, ranging from healthcare to sales. Our first public product is on providing real-time, up-to-date B2B data enrichment solutions powered by large language models (LLMs). We manage over 50 million company data and 300 million contact data entries, constantly growing and updating to ensure precision and accuracy. Our proprietory AI/ML applications are designed to process millions of requests monthly, offering seamless integration for your business needs. Our process involves multi-layered cross-checking, meticulous data cleaning, and rigorous analysis of billions of data rows. We handle a variety of data types, including images, videos, and both unstructured and structured data, ensuring the processed data is optimized for AI/ML models and business applications.
    Starting Price: $1,000 per month
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    nudge

    nudge

    nudge

    nudge is an AI-powered follow-through platform designed for founder-led sales teams and small businesses that want the discipline of a CRM without the complexity, administrative overhead, or bloated workflows. The platform transforms meeting transcripts, customer notes, emails, and call recordings into organized customer pages, actionable task lists, and AI-generated follow-up workflows that help sales teams consistently close deals through better follow-through. By automatically extracting next steps, commitments, due dates, and action items from conversations and notes, nudge ensures no important follow-up slips through the cracks. The platform integrates with tools like Granola, Google Meet, Google Drive, Gmail, and Fireflies to automatically organize customer conversations and generate AI-powered follow-up email drafts, meeting preparation summaries, and unified task management across every account.
    Starting Price: $15/month
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    CREBuilder

    CREBuilder

    CREBuilder

    CREBuilder is an all-in-one commercial real estate marketing and deal platform for brokers and small teams. Build branded offering memorandums, flyers, BOVs, teasers, and single-property websites using automated property data, financials, maps, demographics, and 155M+ property records across ten asset types. The built-in CRE CRM organizes contacts, companies, listings, deals, activities, and follow-ups. Buyer and tenant matching connects CRM contacts to relevant opportunities; visual pipelines track each deal; secure Deal Rooms centralize documents, access, and buyer engagement. Email Blasts let brokers reach CRM contacts or matched buyers with branded layouts, previews, drafts, send history, Mailchimp campaign drafting, broker-configured Amazon SES delivery, or provider-ready HTML. CREBuilder is web-based and includes a free Starter plan, live online training, documentation, videos, webinars, phone, email, help-desk, chat, and knowledge-base support.
    Starting Price: $89/month
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    Caspor AI

    Caspor AI

    Caspor AI

    Caspor AI is an AI-powered business intelligence and automation platform designed for marketing professionals and sales teams. It offers comprehensive CRM software with sales pipeline management, lead tracking, automated follow-ups, and AI-powered insights for every deal. The platform provides end-to-end business automation including CRM, Travel management, Estimating tools, and specialized AI Apps that help marketing teams boost visibility in Google, ChatGPT, and beyond. Caspor AI helps businesses manage their entire sales pipeline, track leads, automate follow-ups, manage contacts, and close more deals with intelligent insights.
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    Bloks

    Bloks

    Bloks

    The AI-powered productivity assistant. Put your notes, tasks, and meetings on autopilot. Get meeting summaries and to-dos from any conversation, whether it’s in-person or on Zoom, Meet, Teams, Slack, or Webex. Bloks automatically organizes what you capture and enhances it by showing any relevant emails, attachments, or events in your calendar. Know what needs to get done, when it’s due, and how to do it, or, get it done for you, with the power of AI. Bloks is the secret power-up you need to conquer anything that’s on your mind. Instantly get summaries and transcriptions from in-person meetings and video calls on Zoom, Microsoft Teams, Google Meet, Slack, or Webex. Bloks automatically organizes information by companies, contacts, topics, and events to give what you capture more context. Know what needs to get done, today, tomorrow, or in the future, with a high-level overview of everything on your plate.
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    Katalyst

    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.
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    NeeN AI CRM
    🚀 9ance — NeeN AI CRM Suite. 9ance brings a unified, AI-powered CRM platform designed to manage every aspect of customer relationships. Powered by NeeN AI, it combines multiple specialized CRM modules into one seamless system. Sales CRM manages leads, deals, and revenue; Service CRM handles operations and workflows; Real Estate CRM manages projects and sales; EduCRM supports institutes; Field Force CRM tracks teams; and Helpdesk CRM simplifies support. With AI-driven insights, automation, and unified communication, 9ance CRM helps businesses streamline operations, improve productivity, and grow faster — all from one platform.
    Starting Price: $18/month
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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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    Pepper

    Pepper

    Pepper

    Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes.
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    Kreato CRM
    Kreato accelerates sales with its Sales CRM Platform powered by in-built Sales Acceleration AI – Axlerate. Core Sales CRM arms sales teams with much-needed sales execution capabilities with the right mixture of sales pipeline management, engagement, and automation tools, whereas Axlerate AI augments sales team decision making and execution capabilities throughout the LOC (Lead-Opportunity-Closure) sales cycle to sell faster, smarter and more. Discovers and adds rich layer of information to customer profiles automatically. Auto distributes new incoming leads to right sales reps using intelligent mechanisms. Auto captures new leads from web forms, landing pages, emails, calls, chats & more. Auto assigns tasks to sales reps based on pipeline events and state changes. Auto generate and email pre-configured reports to management as per schedule. Auto send successive set of personalized emails to customers at pre-defined schedules.
    Starting Price: $25 per month
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    Supersonic

    Supersonic

    Supersonic

    Supersonic is a terminal-first, AI-native CRM designed specifically for agentic workflows, where AI agents handle core customer relationship management tasks instead of human operators. It is built around the Model Context Protocol (MCP), exposing every CRM action as a structured tool that AI systems like Claude, Cursor, or Codex can directly use to manage data and execute operations. It provides a unified pipeline through which all actions flow, giving AI agents the same capabilities as a traditional user interface, including data entry, lead qualification, deal updates, and follow-ups. With a system composed of 91 tools across 17 categories, Supersonic enables agents to interact with the CRM in a consistent, predictable way, reducing errors and improving automation reliability. It eliminates manual input by allowing agents to autonomously update records, trigger workflows, and maintain customer data in real time.
    Starting Price: $25 per month
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    CRMPlus

    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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    TorkeHub

    TorkeHub

    TorkeHub

    TorkeHub is an AI-powered CRM and automation platform designed to streamline business operations and boost customer engagement. It offers comprehensive contact and lead management, allowing you to organize customer information, track interactions, and nurture leads effectively. The sales pipeline management feature helps you visualize and manage your sales process, while task management ensures efficient assignment and tracking of tasks. TorkeHub's automation capabilities include powerful email automation for setting up autoresponders and scheduling campaigns, as well as workflow automation to save time and reduce errors. The platform's AI-driven insights provide valuable data for informed decision-making. TorkeHub ensures data security with robust encryption and offers dedicated customer support to assist with any queries. Ideal for businesses aiming to streamline operations and drive growth.
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    Airspeed

    Airspeed

    Airspeed

    Airspeed is an AI-native revenue platform that unifies conversation intelligence, revenue intelligence, CRM automation, deal execution, forecasting, and sales coaching. The platform turns customer calls, emails, support tickets, and deal activity into CRM updates, deal signals, follow-ups, coaching plans, and pipeline insights automatically. Revenue teams can use Airspeed to ask questions across every conversation, identify risks, surface blockers, draft re-engagement emails, update CRM fields, and prepare reps before calls. Its agents can run playbooks, flag stalled deals, detect closed-won patterns, summarize account concerns, sync MEDDIC fields, and deliver coaching recommendations without manual admin work. Airspeed integrates with tools such as Salesforce, HubSpot, Slack, Gmail, Outlook, Zoom, Teams, Outreach, and other major revenue systems.
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    Streva

    Streva

    Streva

    Streva is an AI-powered dictation, translation, and text transformation tool for macOS that delivers instant translation anywhere your cursor lives. Speak in any language, and Streva turns your words into natural, formatted writing directly inside the apps you already use, with no copy-paste, no disruption, and no context switching. It is built for people who work across languages, teams, and time zones, helping them stop rewriting what they already said out loud. Whether composing an email, replying on Slack, drafting meeting notes, writing in Notion, summarizing in Claude, messaging in iMessage, updating tasks in Todoist, or polishing text in ChatGPT, Streva adapts to the app and context so the result fits the moment. Its intent-driven translation and transcription understand tone, intent, nuance, jargon, and real-time context, turning rough speech into clear writing, such as transforming a casual spoken reply into a polished professional message.
    Starting Price: $15 per month
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    Corefactors AI CRM
    Corefactors AI CRM is a RevOps enabled CRM to help business break silos between teams and automate revenue operations that includes Sales, Marketing, Support and Success. Key Features include lead management, Inbuilt cloud telephony, Marketing Automation across multiple channels, Pipeline Management, Robust Ticketing system, Task Management and AI Powered alert/triggers and Customized Reports to help make informed decisions efficiently and grow faster. Sales Box is cloud based RevOps-enabled Sales CRM powered with AI, crafted to help business automate sales processes. Now manage leads efficiently and effortlessly at scale without missing any opportunities. Powerful dashboards with AI-based predictive lead scoring to help sales team prioritize and predict future sales.
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    FunnelYes

    FunnelYes

    FunnelYes

    FunnelYes is the Italian Marketing Operating System for consultants, coaches and small businesses: sales funnels, landing pages, CRM, email marketing, WhatsApp Business, automations, bookings and AI — everything connected in one place, no more jumping between tabs. On this channel we show you how to get clients online with hands-on tutorials and real demos: how to build a sales funnel from scratch, create landing pages that convert, automate emails and follow-ups, manage leads with the CRM and put the AI voice agent to work answering for you. The difference? Behind the technology there's a team of real people supporting you with strategic consulting and hands-on help. Technology + People = Results. 🎯 Find out how much your marketing is leaking with the Marketing Leak Report™ 🚀 Try FunnelYes free for 14 days, no credit card required Subscribe and take your marketing to the next level.
    Starting Price: $12/month
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    justcrm

    justcrm

    justcrm

    justcrm is a simple CRM built for small businesses, startups, and sales teams that still manage customers in spreadsheets. It removes the complexity and high per-user pricing of traditional CRMs, making it easy for anyone to start using from day one. Teams can organize leads, track deals, manage follow-ups, collaborate, and monitor sales performance without unnecessary features or a steep learning curve. justcrm focuses on speed, clarity, and adoption—helping businesses spend less time managing software and more time closing deals. It's an affordable, no-bloat crm designed by sales and product team as founding team to grow with your business, not get in its way. Scoreboard - gives you and your team actionable insights not vanity metrics, while mission control will give you visual clarity with kanban pipeline(ofcouse excel styled view too) to take immediate decisions and to decide where to focus on.
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    Expedify

    Expedify

    Expedify

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

    Sightivo

    Sightivo

    Sightivo helps founders, solopreneurs and small teams earn the mentions that drive Google rankings and AI visibility. Enter your website and in about a minute get an Opportunity Map ranked by fit: directories ready to submit, listicles you belong in, threads where buyers are asking, and content briefs. It drafts your outreach, enriches author contacts, and tracks how often ChatGPT and Claude name you.
    Starting Price: $79/month
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    AskToSell

    AskToSell

    AskToSell

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

    Spotlight.ai

    Spotlight.ai

    Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address.