Alternatives to Day AI
Compare Day AI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Day AI in 2026. Compare features, ratings, user reviews, pricing, and more from Day AI competitors and alternatives in order to make an informed decision for your business.
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1
Pylon
Pylon
Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM. -
2
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. -
3
Clinch AGI
Clinch AGI
Clinch is an agentic AI operating system designed for account executives and sales teams that automates up to 60% of their grunt work and drives revenue growth. By integrating into the go-to-market tech stack, Clinch takes over repetitive tasks such as meeting summaries, status updates, follow-up scheduling, CRM entries, and pipeline nudges, while surfacing insights and next-best actions that typically require manual review. With a focus on improving speed and efficiency, Clinch enables reps to focus on high-value interactions instead of administrative burden. The platform connects to email, calendar, CRM, and collaboration tools, and uses generative AI and workflow automation to orchestrate end-to-end sales motions with contextual awareness of the buyer journey and team activity. Through its real-time agentic assistant, Clinch alerts salespeople when deals risk stalling, suggests content to engage stakeholders, drafts outreach messages, and more. -
4
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 -
5
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 -
6
Rings AI
Rings AI
Rings AI is an AI-native Extended CRM (XRM) platform that transforms traditional customer relationship management into a dynamic, intelligence-driven system centered around relationships and deal flow. Rather than acting as a static database, it unifies relationship mapping, market data, and AI into a single operating layer that continuously analyzes connections between people, companies, and opportunities. It automatically captures and syncs data from emails, calendars, meetings, and external sources, keeping records updated in real time without manual input. By mapping networks and surfacing the strongest paths to target companies or individuals, Rings enables users to identify warm introductions, uncover hidden connections, and prioritize outreach with greater precision. Its AI search allows users to query their entire dataset in natural language, delivering contextual insights exactly when needed, while automated intelligence highlights deal history. -
7
Daylite for Mac
Marketcircle
Daylite is an all-in-one business productivity app built specifically for service-based professionals in the Apple ecosystem. It combines CRM, sales pipeline tracking, project management, email, calendar, tasks, and notes into a single connected system. Designed for Mac, iPhone, and iPad, Daylite integrates seamlessly with Apple apps like Mail and Calendar. Every interaction—emails, meetings, tasks, and notes—is automatically linked to the right client, project, or opportunity. This creates a complete, searchable business history that saves time and strengthens client relationships. Daylite helps eliminate the need for multiple disconnected tools, reducing admin work and subscription costs. By streamlining workflows, it allows professionals to focus more on revenue-generating work.Starting Price: $29.00/month/user -
8
Claap
Claap
Claap automates sales busywork and ensures frameworks like MEDDIC, SPICED, and BANT are consistently applied, handling everything from meeting notes and CRM enrichment to deal reviews and coaching. Admin tasks are killing your Sales team. Claap saves Sales reps up to 30 minutes after each meeting. Automatically record & transcribe in 99 languages. Claap summarizes your calls with your own template. Send email follow-ups that clone your voice in 1 click. Claap keeps your CRM & deals in sync with auto-filling. Stop losing winnable deals. Claap analyzes your pipeline and helps you plan your next steps based on your sales playbook. Easily search your entire workspace to instantly find the insights you need. Receive monthly reports about the top objections & feature requests preventing you from winning more deals. Get all your deal reviews on autopilot and plan your next moves with our deal scorer.Starting Price: €24 per month -
9
Fluint
Fluint
Fluint is an AI‑powered deal acceleration platform that prevents mid‑funnel stalls by generating tailored, account‑based documents—business cases, executive summaries, mutual action plans, post‑demo emails, and MEDDICC notes—in under 60 seconds, all voiced in each customer’s language. It offers a library of proven frameworks or custom uploads and consolidates call transcripts, meeting notes, and CRM data to craft context‑rich content, automatically highlights discovery gaps, updates living documents with new insights, and provides a collaborative deal room for champions via shareable, branded workspaces. Sellers can multithread engagements, maintain institutional knowledge, and refine messaging with redlining and version control, while RevOps and leaders gain real‑time visibility into deal health and execution consistency. Loved by over 500 companies and credited with more than $250 million in closed‑won revenue, Fluint integrates easily without a heavy setup.Starting Price: $70 per month -
10
SuperAGI SuperSales
SuperAGI
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 -
11
Amie
Amie
Amie is an AI-powered productivity app that transforms meetings into useful outputs and automates workflows by capturing, transcribing, summarizing, and organizing discussions, action items, calendars, tasks, and emails in one unified interface. It records meetings across major video platforms without needing a bot participant, separates speakers, supports many languages, and lets you pause recordings or take private notes for context in summaries. Amie’s AI assistant integrates with Google and Apple calendars, Gmail, Slack, Notion, Hubspot, Pipedrive, and other tools so summaries, tasks, and calendar items stay in sync across systems. Users can schedule via natural language, drag and drop events and to-dos, convert emails to tasks, and ask the AI to draft follow-ups, update meetings, or adjust schedules. Amie also offers shared pages of meeting context that colleagues or customers can view like documents, smart automated workflows from summaries, and an AI chat that understands you.Starting Price: $20 per month -
12
Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
13
Auro CRM
Brainvire
Break silos and work together as a team to provide a consistent experience to your customers across their entire lifecycle. Surface potential leads, strategize the sales pipeline, automate related activities, and gain actionable insights to help close deals more quickly. Create personalized campaigns, attract and retain leads, engage with context, and scale the best customer experience. Resolve customer issues and answer queries from a unified collaborative interface, armed with a 360 degree view of your customer journey. Generate rich reports to identify patterns, trends, gaps, and sweet spots, prioritize activities, and drive an effective strategy for customer success. Auro CRM makes use of Suite CRM, one of the most popular open-source CRM solutions on the market. We didn’t want to reinvent the wheel, but rather incorporate the powerful CRM as a key component of the Auro CRM platform. -
14
Honcho CRM
Honcho CRM
Honcho CRM is an easy to use CRM application giving you advanced capabilities like lead management, visual deal timeline, one-click deal pipeline updates, sales team creation, 1 minute sales report creation, easy data import, Google Calendar sync and more. Honcho CRM is designed to integrate marketing & sales functions. We needed something that was seamless and wasn’t going to be super expensive to operate. Honcho CRM is an easy-to-use CRM application giving you advanced capabilities like lead management, visual deal timeline, one-click deal pipeline updates, sales team creation, 1-minute sales report creation, easy data import, Google Calendar sync and more. The Honcho CRM ActiveDemand marketing platform is stacked full of powerful features that will allow you to create and manage all of your email campaigns from within Honcho CRM.Starting Price: $39 per month -
15
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. -
16
Well
Well
Well automates and streamlines your finance operations workflow by capturing, structuring, and enriching financial documents and data from scattered sources. The platform lets you ingest invoices, receipts, payslips, statements, and other unstructured items via email, cloud storage, browser portals, and more, then converts them into clean, searchable records. It enriches data, filling missing fields, detecting duplicates or anomalies, and reducing error risk by up to 99%. With a built-in “financial vault”, Well unifies your payments, bookkeeping, and ERP systems so you can ask natural-language questions and instantly receive relevant charts and insights. You can also build workflows and pipelines (in minutes) to trigger actions based on document events, plus export to multiple formats (JSON, CSV, XML, UBL) and integrate with existing tools with minimal setup.Starting Price: Free -
17
GrowthDot CRM and Deals
GrowthDot
CRM and Deals for Zendesk is a sales CRM that will help you to manage pipelines inside Zendesk Support without buying Zendesk Sell. With its help, you can combine customer support with the sales process and create one unified and omnichannel platform. Here is a list of the main app features: Obtain sales opportunities directly from Zendesk Support tickets View a complete record of interactions with each client Centralize all sales deal information in one location Customize and create pipelines to fit your specific sales process Include product descriptions in your deals Incorporate stages, product details, and client data Set lost reasons and their subcategories Automatically schedule lost deals to be moved Attach files to your deals Analyze reports on lost deal reasons, sales trends, and more User-friendly interface for easy navigationStarting Price: $6 per agent/per month -
18
NinjaPipe
NinjaPipe
NinjaPipe is an AI-powered CRM and sales automation platform designed to centralize and accelerate growth by giving businesses one unified workspace to manage leads, clients, communications, deals, tasks, and branded client portals. It combines automated pipeline management, deal tracking, contact consolidation, and customizable client portals to surface what’s next in the sales process while reducing manual coordination; users can share documents, chats, deals, and tasks with contacts through white-labeled portals, automate follow-ups, and keep all touchpoints tied to opportunities. The system emphasizes simplicity and visibility, offering inbox-style interfaces, real-time activity feeds, and integrated support ticketing, so teams can respond faster, maintain context, and reduce friction between sales, operations, and customer success. NinjaPipe also layers in growth-oriented automation, triggered actions, smart reminders, and workflow rules, to keep prospects.Starting Price: $49 per month -
19
Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.Starting Price: $19 per user per year -
20
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 -
21
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
22
SalesForge CRM
DevSamurai
SalesForge CRM transforms Jira into a unified sales and relationship management hub. Designed as a 100 % Forge-native app, it runs securely within the Atlassian ecosystem, so sales and project teams work together—without switching platforms. Key Features & Capabilities - Lead & Deal Pipeline Management - Contacts, Accounts & Customer Records - Integrated Email & Templates - Forge-Native & Secure Data Handling - Team Collaboration & Visibility SalesForge CRM enables teams already working in Jira to manage sales pipelines, customer relationships, and communications—all without leaving Jira. By consolidating CRM functions into the Atlassian environment, it removes context switching, prevents data silos, and aligns sales with product and support workflows. The result: faster adoption, greater visibility, and measurable uplift in efficiency and revenue. -
23
Fundingstack
Fundingstack
Software platform for raising capital, used by venture funds, investment bankers, funding consultants and advisors. It includes a searchable database of 227,000 investors, a CRM to manage the deal pipeline, Pitch Deck Hosting, Investor Updates and Email tools to manage the investor outreach, and a Virtual Data Room to run due diligence. Used by companies globally to raise $17 Billion in capital.Starting Price: $250/user/month -
24
Acquirezy
Acquirezy
Acquirezy is a data-driven platform designed for M&A research and deal-sourcing, offering a database of over 30,000 acquisitions spanning 35 years (from the 1990s to present) across 200+ industries. Users can instantly search and filter by acquirer, target company, industry sector, date, and deal size, then explore each transaction’s details, such as announcement date, price, description, and strategic context. The platform includes an AI assistant (“Chase AI”) that allows natural-language queries to surface patterns and insights based on the underlying deal data. Export functionality enables users to extract filtered lists for modelling, presentations, or research reports. Designed for investment bankers, private-equity firms, corporate-development teams, and consultants, Acquirezy offers market-trend tracking (such as which companies are acquiring, which industries are consolidating, and valuation multiples) and daily updates to keep the data fresh.Starting Price: $20 per month -
25
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. -
26
Inkr
Inkr
Inkr is an AI-powered transcription and note-taking platform that converts audio and video into accurate, structured content in seconds, requiring no account to start. It offers real-time “Live Transcription” to capture speech as it happens, ensuring accessibility and instant transcript generation, and “Inkr Note,” which uses AI templates for meetings, lectures, and interviews to auto-generate polished, organized notes or enhance your own text using transcript context. The “Ask Inkr” feature lets you query your transcript with natural-language questions to pinpoint key information without scrolling, while “Edit History” tracks every change and enables version rollback to streamline collaboration. Inkr supports multiple file formats and bulk uploads, delivering searchable, timestamped transcripts alongside customizable templates and smart summaries, all accessible through a clean, intuitive interface that turns spoken words into clear, actionable content.Starting Price: $5.38 per month -
27
SupportLogic
SupportLogic
SupportLogic delivers a Cognitive AI Cloud purpose-built for enterprise customer service and support. It ingests unstructured signals from tickets, chat, voice, and email, then uses AI to detect urgency, sentiment, product issues, and revenue risk in real time. Its layered architecture—data extraction, signal detection, and a context engine—powers ambient AI agents that automate tasks like case summarization, escalation prediction, routing, account health scoring, and coaching. SupportLogic integrates with Salesforce, Zendesk, Snowflake, and Slack, enhancing existing systems rather than replacing them. The platform helps CX, support, and IT teams act earlier, coach smarter, reduce escalations, and improve resolution times. Built for enterprise scale, it offers SOC 2 certification, GDPR/CCPA compliance, and secure data isolation. Customers like Salesforce, NICE, and Databricks use SupportLogic to boost CSAT, retention, and operational efficiency. -
28
Tensol
Tensol
Tensol is an AI employee platform that lets businesses deploy autonomous, proactive AI assistants across their tech stack to monitor tools, automate repetitive work, and act like real teammates without human prompting. Built on OpenClaw, Tensol connects to Slack, GitHub, Sentry, CRM systems (like HubSpot or Salesforce), Linear, email, and other team tools, watches for important signals 24/7, and takes action such as alerting teams about issues, updating customer records, drafting responses, creating tickets, and surfacing context from across systems without waiting for manual prompts. Tensol’s AI employees remember organizational context, connect the dots across data sources, and can perform tasks like monitoring error logs, tracking deal pipelines, enriching leads, logging activities, and escalating only when matters require human attention, helping teams stay in sync and focus on value-added work rather than busywork. -
29
Aisel
Aisel
Take care of your deals – consolidate communications, nurture relations, and collaborate. Aisel is an essential tool to manage your pipeline and close faster. Communication is an essential part of any deal. But we all know how easily things get out of hand. get out of hand. Aisel is an essential tool essential tool to manage your pipeline and close faster. Manage emails without switching to email clients and collaborate with the team within the context. Automatically sort and sync new incomings.Starting Price: $19 per month -
30
Signal87 AI
Signal87 AI
Signal87 AI is a next-generation document intelligence platform that uses advanced artificial intelligence and autonomous agents to transform static, unstructured, or complex text into structured, actionable insights and searchable knowledge so organizations can make smarter decisions faster. It ingests a wide range of document types, including PDFs, reports, forms, and other enterprise files, and applies AI-driven extraction, pattern recognition, summarization, and classification to convert content into usable data, reducing manual processing and accelerating analytics. It enhances productivity with features such as natural language querying so users can ask questions about their document content and receive context-aware responses, automated organization and tagging of files for easier retrieval, and analytics and reporting tools that surface trends, key metrics, and business signals across document repositories.Starting Price: $29 per month -
31
Raynet CRM
Raynet CRM
Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis – all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? Smooth integration with you calendar, e-mail, phone and other applications, all your data in one place, your team can work from anywhere, immediate analysis of your sales score, increased productivity and effectiveness. Free trial for 30 days: Make sales easier.Starting Price: $25.00/month/user -
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Pally
Pally
Pally is an AI relationship management platform that aggregates your connections from iMessage, WhatsApp, LinkedIn, Google, and X, then uses machine learning to research and analyze everything they’ve ever posted online. It helps you prepare for meetings by surfacing relevant background and conversation prompts, stay in touch with personalized reminders and follow-up suggestions, perform natural-language searches across your network, such as finding contacts in specific locations or those you haven’t spoken to recently, add people to customizable engagement pipelines, and monitor relationship health via interactive statistics that track your social activity against benchmarks. By centralizing insights from all your social channels into a single interface, Pally automates timely communication, uncovers hidden opportunities, and empowers you to build deeper, more meaningful connections without juggling multiple apps.Starting Price: Free -
33
HeyHelp
HeyHelp
HeyHelp is an AI email assistant built to work inside Gmail that automates and simplifies many routine inbox tasks. It sorts and tags incoming messages (filtering out spam, promotions, and “noise”), drafts replies in your voice so you can review & send, and gradually learns your writing style, priorities, and workflows. Features automated follow-ups (so conversations don’t stall) and scheduling (creating draft calendar events based on email context). HeyHelp lets you pick which AI engine powers it (Google Gemini, OpenAI, or Anthropic), offers integration with calendars, CRM, and tools to keep contacts, tasks, and notes in sync, and emphasizes enterprise-grade security. It promises to save users roughly an hour a day by reducing email clutter and the time spent drafting, sorting, and following up. Pricing includes a free/early-access tier plus more advanced plans, and there is a limited lifetime deal for early adopters.Starting Price: $18 per month -
34
Leexi
Leexi
Leexi is an AI-powered meeting assistant designed to help teams capture and leverage every conversation. It automatically records, transcribes, and summarizes meetings, turning discussions into structured, actionable insights. Built for professionals who rely on accurate information, such as sales teams, product managers, and consultants, Leexi eliminates manual note-taking and ensures nothing gets lost. From customer calls to internal meetings, it centralizes knowledge and makes it easily searchable and shareable. With Leexi, teams can improve productivity, enhance collaboration, and make better decisions based on complete and reliable meeting data. -
35
Flexie CRM
Flexie Solutions
Bring more revenues to your company by focusing on the deals with the highest value. Timing is crucial in sales, and so is having a simple and insightful deals pipeline. Flexie has built an easy-to-use and powerful deals management system, allowing you to concentrate on deals that bring the most value to your organization. Never let high-value deals fall through the cracks. Our user-friendly and customizable deals pipeline lets you create as many deals as you want. Use filters to find specific deals, drag and drop deals to move through stages, and have everything into one place. Close more deals, set new targets for your team and tailor your deals pipeline to your sales thinking. Assign deals and tasks to your sales reps and managers. -
36
CRMit
CRMit
CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.Starting Price: Free -
37
CustomerIQ
CustomerIQ
CustomerIQ is an AI-powered assistant designed to automate and streamline administrative tasks for revenue teams, enabling them to focus more on selling and customer engagement. It provides several integrations and offers functionalities such as AI-generated meeting notes, CRM automation, personalized email drafting, and intelligent inbox organization. CustomerIQ captures and summarizes meetings, updates CRM entries automatically, drafts context-rich email replies, and organizes inboxes with smart labels. It also features a content library that allows users to upload key resources, which the AI can incorporate into communications. It supports the creation of shareable clips from recorded meetings, aiding in internal collaboration and customer engagement.Starting Price: $29 per month -
38
Slashy
Slashy
Slashy is an AI-powered productivity assistant that integrates seamlessly with your apps like Gmail, Slack, Notion, Linear, and more to automate routine tasks without manual setup or switching between tools. By understanding and retaining personal context, it simplifies workflows like meeting preparation, meeting summaries, note updating, CRM updates, JIRA ticket creation, email drafting, searching decks, and scheduling, all triggered by single, natural-language prompts. It connects to multiple applications, remembers what matters, and executes actions like summarizing meetings, updating notes, sending emails, retrieving the latest version of a deck, or blocking time, all without needing complex workflow building or repeated commands. Slashy’s low-friction approach empowers users to bypass tedious manual work and reclaim over 10 hours per week for higher-value tasks.Starting Price: $16 per month -
39
Hyprnote
Hyprnote
Hyprnote is an open source, local-first AI-powered notepad tailored for professionals with back-to-back meetings. It transcribes and summarizes conversations directly on your device, without sending any data to the cloud. Using open source models like Whisper and HyprLLM, it listens to both your microphone and system audio during meetings and provides real-time transcripts along with polished summaries that intelligently blend your rough notes with context from the discussion. With customizable templates and autonomy settings, you decide how much the AI reshapes your input, from staying close to your notes to creating more refined narratives. It features built-in AI chat, allowing queries like "What were the action items?" or "Translate this to Spanish," supports extensions and workflow automations, and integrates with tools like Obsidian, Apple Calendar, and more, with enterprise-ready self-hosting options.Starting Price: $8 per month -
40
Sembly
Sembly
Sembly SaaS solution that enables managers and teams to records, transcribes and generates smart meeting summaries with meeting minutes. Works with Zoom, Google Meet, Microsoft Teams, and others. Sembly is available in English across Web, iOS & Android mobile apps. The smartest AI meeting assistant that helps easily review & share meeting takeaways, meeting records and transcriptions. Turns your meetings into searchable text, highlights key discussion moments, creates notes and summaries. Use Sembly Team to unlock powerful AI analytics to help you and your team achieve more, while attending less! Sembly automatically syncs to your calendar to join and record all your scheduled meetings on all major conferences platforms. This reduces the need to take notes on-call. You can review what was said, search through all your meetings, and share key items with your team members or friends. You can review what was said at a particular meeting or search for it in all of your meetingsStarting Price: $10 per month -
41
Wudpecker
Wudpecker
Automatic meeting notes and much more. Start the meeting prepared with prebuilt templates. End it with high-quality generated notes by ChatGPT. Generating awesome notes for 200+ pros and teams. Start every meeting prepared. Wudpecker’s template provides clear agenda and talking points during your meetings. That way, you make the most out of your time and run productive meetings. Wudpecker joins your calls, records and transcribes them automatically. Make every conversation searchable and cut through the noise to extract what matters most to you. Powered by chatGPT, Wudpecker produces an outlined summary for every meeting. No more need for digging through the whole transcript to see what you might have missed. Hubspot, Salesforce, Notion, Docs, Slack. Share the summary with wherever your team is! Nothing gets lost in translation. Close more deals with on-point meeting agendas. Keep your customers happy from away from churn.Starting Price: Free -
42
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
43
Revo
Revo
Revo is an AI email assistant designed to make inbox work faster, smarter, and more context-aware by drafting ready-to-send replies and executing to-dos directly from your email without constant manual input. Once connected to Gmail or Outlook, Revo builds a living memory of your business context by ingesting your emails, meetings, Slack messages, CRM records, tickets, and other integrated tools so it understands projects, decisions, customers, and deadlines rather than guessing from just the latest message. It automatically labels incoming mail by required action, drafts fact-based responses with high accuracy, and can handle next-step tasks such as updating tickets, creating documents, scheduling meetings, and generating meeting notes. Revo also integrates with Slack, Jira, Salesforce, Notion, and other systems so its drafts are grounded in real business data, and it can surface insights without you having to search for context.Starting Price: $22.50 per month -
44
Hugo
Hugo
Centralized, searchable meeting notes that connect with your favorite tools. Meetings should drive action, not disappear into docs. Unite your meeting notes with the tools you use most. With #tagging, @mentions, and 20+ integrations, instantly sync info and create tasks from any meeting note. Agenda templates and timely reminders help ensure all meetings are set up for success. Hugo automatically indexes your notes by the people and companies at every meeting. Sync meeting notes. Push tasks to your tech stack. Get work done directly from your meeting notes.Starting Price: $399 per month -
45
Avoma
Avoma
Meetings and calls are backbone of how you work. But ineffective conversations are holding you back. Transform how you work with Avoma’s Conversation Management platform. Learn topic trends, winning talk-patterns, critical coaching insights, and deal risks. Search for any word, share key moments, and comment to provide feedback. Automate note-taking and data entry to focus on conversations. Learn critical insights from team’s conversations to coach them faster. Collaborate with cross-functional teams for better alignment. Get automatic video recording, high-quality Transcripts, and AI-generated Notes for key topics. Don’t let action items fall through the crack and forget to follow up. Search in transcript and playback the recording with time-stamped Notes to remember the details.Starting Price: $19/user/month -
46
Realm
Realm
Realm is an AI-powered knowledge and workflow platform designed for revenue teams, enabling instant access to company knowledge, automation of RFPs and questionnaires, and creation of bespoke AI agents that handle tasks across sales, support, and product workflows. It connects to tools your team already uses, such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, to surface answers, automate responses, and orchestrate tasks from a single unified interface. Key features include a searchable knowledge base, “Assistant” chat for real-time answers, “RFP AI” for automating RFIs, RFQs, and security questionnaires, and customizable “Agents” that can be built for meeting prep, deal reviews, deal-desk support, or support-ticket resolution. Realm emphasizes secure enterprise architecture, single-tenant deployment, data encryption at rest and in transit, permissions enforcement, and regular penetration testing. -
47
SugarCRM
SugarCRM
Gain complete visibility of customer activities, history, and records from a single screen. Reduce clicks and streamline actions with one unified customer view. Dive deeper into customer data with advanced drill-down capabilities. Leverage built-in AI to uncover the best opportunities and accelerate deal closures. Get recommendations on the next best actions to take in every sales situation. Focus on high-value opportunities with predictive insights into deal likelihood. Replicate winning strategies with advanced forecasting and time-aware analytics. Access real-time metrics and reporting to track sales performance without manual spreadsheets. Predict pipeline evolution and quota attainment with role-specific dashboards. Automate and simplify your sales processes with drag-and-drop workflows and built-in guides. Automate complex sales tasks with Smart Guides for seamless sales process management. Collaborate effortlessly using native integration with third-party document tools. -
48
Kylas
Kylas
Kylas is an enterprise-grade Sales CRM software that is uniquely designed and engineered for SMBs. The product helps small and medium businesses to streamline their sales efforts, engage with customers effectively and grow faster. Kylas offers the following at a flat cost of INR 12,999/month. 1. Unlimited User Licenses 2. Unlimited Features 3. Onboarding & Training by CRM Experts. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline. Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.Starting Price: ₹12,999 / Month -
49
TeamWave
TeamWave
A better way to manage your sales, projects, team, clients & marketing - on a single platform. Powerful, affordable & easy to use software for your business. Our visual sales pipeline prompts you to take action, remain organized and stay in control of the complex sales process. Easily customize your sales pipeline, filters, contacts and deals to suit any type of sales process. Keep track of hours worked, improve your team's productivity and your bottom line. Our mobile apps let you access your deals, tasks, projects and contacts even when you're on the road. Schedule and track meetings, tasks, milestones and events for you or other team members. Work with clients, partners and your team. With the option to keep things private, you control what the client (and team members) can see. Manage all contacts from one place, get a clear overview, and build better relationships.Starting Price: $39 per month -
50
Sidekick
Sidekick
Sidekick enables users to build powerful, Zapier-style automations simply through a conversational interface, no complex UI navigation required. You begin by describing what you want in plain language, and Sidekick’s AI automatically creates the workflow, visualizes it on a canvas, handles error logic, and lets you run or schedule the automation immediately. It integrates seamlessly with a range of everyday applications, such as Gmail, Google Calendar, Google Docs, Google Sheets, Notion, Airtable, HubSpot, Slack, and Linear, offering pre-built templates that you can customize via chat to match your workflow needs. Use cases include syncing Gmail emails to Google Sheets, summarizing calendar events and sharing them via Slack, storing inbound leads from email into Notion databases, automatically generating post-meeting documents, crafting weekly pipeline risk reports from HubSpot deals, creating Linear issues from spreadsheet entries, and delivering prioritized email digests.Starting Price: $19 per month
