Alternatives to Dealwize

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

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    Docket

    Docket

    Docket Inc.

    Autonomous AI that engages website visitors with real-time, human-like conversations, converting 15% more traffic into qualified pipeline, while empowering revenue teams with instant, accurate answers to technical, competitive, and product questions at every stage of the deal cycle. Docket is the leading Agentic Marketing platform that turns inbound traffic into qualified pipeline for B2B revenue teams. Docket unifies, governs, and continuously learns from your organization's GTM knowledge with its proprietary Sales Knowledge Lake™, and activates it through powerful, always-on AI agents. Docket's AI Marketing Agent engages website visitors through real, human-like conversations, responding to nuanced evaluation questions with expert-grade answers from your approved knowledge, running live discovery to qualify intent, and converting high-intent buyers into qualified leads, booked meetings, and pipeline. Without a human in the loop at each step.
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  • 2
    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    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.
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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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    SchedX

    SchedX

    SchedX

    SchedX is an AI-powered inbound sales development representative (SDR) designed to engage website visitors in real-time, qualify leads, and schedule meetings directly on your sales calendar. Acting as a "talking website," SchedX interacts with visitors, answers product-related questions, and gathers qualification data based on criteria like BANT or MEDDIC. It can also call inbound leads who have filled out forms, providing immediate responses and booking meetings without the typical delays of manual follow-ups. Trained on your product information, value proposition, pricing, and competitive landscape, SchedX ensures that only high-quality leads are routed to the appropriate sales representatives. The setup process is straightforward: train SchedX on your product, create and test your agent, add it to your website, and begin converting visitors into meetings within minutes.
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    Samskit

    Samskit

    Samskit

    Samskit is B2B sales software that gives sales teams their time back to sell and a CRM they can trust. Samskit is an AI platform that records, transcribes, and analyzes sales calls, then automatically updates the CRM, creates tasks, and drafts follow-up emails without manual input from the seller. Built for B2B sales teams of any size using HubSpot, Salesforce, Pipedrive, or Zoho as their CRM and running meetings on Google Meet or Microsoft Teams. Samskit joins calls automatically via calendar sync with no browser extension required. After each call, it generates a structured summary, extracts qualification fields (MEDDIC/BANT), and pushes updates directly to the CRM with one click. CRM field updates, meeting summaries, action item extraction, task creation, and follow-up email drafts are all triggered automatically at the end of every call. Output is delivered in HubSpot, Slack, and email so sellers act on insights without opening a separate dashboard.
    Starting Price: $30/user/month
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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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    Buyerstage

    Buyerstage

    Buyerstage

    Digital sales room platform for your entire sales funnel. It helps sales teams to stop wasting time with tire-kickers by pre-qualifying inbound leads, offering stakeholder content insights, and eliminating any early friction with the buying committee. What Buyerstage offers: 1. Digital Sales Room—Manage all your buyers from qualification to conversion under one link. 2. Mutual Action Plan—Work on a collaborative checklist to complete the deal. 3. Lead Qualification—Automate MQL-to-SQL qualification. 4. Seamless SDR to AE Handoff—Make a smooth handoff from sales development to sales. 5. Sales Collateral Management—Share assets via portal and monitor how they are consumed at the buyer end. 6. Buyer-Seller Collaboration—Get instant notification on buyer queries through comments and chat. 7. Buyer Insights—Get metrics to know how your buyers explore and value your product. 8. Stakeholder Mapping—Identify the key decision-makers in advance.
    Starting Price: $29/user/month
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    Spara

    Spara

    Spara

    Spara is the first AI-powered platform that converts inbound website traffic into qualified pipeline—instantly. Our multimodal AI agents engage leads in real time, answer buyer questions, show your product, and schedule meetings with your sales team. Built for hybrid sales teams, Spara automates the top of your funnel—from pre-qualification to demo—so SDRs and AEs can focus on closing, not chasing. Spara includes: Spara SmartBar – AI-powered search and Q&A bar embedded on your site Spara Navigator – A bottom-right AI chat that drives MQL-to-SQL conversion Spara Fullscreen – Full-page interactive demos and buyer flows Spara Email & Voice (coming soon) – AI that nurtures and qualifies beyond the website Spara integrates with Salesforce, HubSpot, Chili Piper, Slack, and other GTM to
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    ZUUZ

    ZUUZ

    ZUUZ

    ZUUZ is an AI layer that sits between your sales team's inbox and your CRM. It reads inbound emails and attached documents — RFQs, purchase orders, quotes — pulls out the details that matter, qualifies the lead, and writes structured records into HubSpot, Salesforce, or Zoho. It also flags deal risk across your pipeline. ZUUZ runs alongside your existing CRM instead of replacing it, capturing the "first mile" of customer data that usually gets buried in email threads.
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    Claap

    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
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    Flowla

    Flowla

    Flowla

    One link for your buyers. One command center for your team. Flowla offers collaborative digital sales rooms for sellers & buyers, with a powerful layer of AI and advanced automation built in. It automates your entire mid-funnel: from the very first call, to onboarding & renewals, with a human always in the loop & in control. When AI agents are in action, they: - Auto-generate business cases, mutual action plans, and handoff notes - Identify economic buyers in the deal room & ping your team to multithread - Auto draft relevant follow-up emails when buyers go dark - Sync every single contact and activity to CRM. The aim is to drive your deals forward with perfect execution, every single time, with no tedious manual work on your team. All while giving your buyers a beautiful, organized deal room that unites everything they need, from the first call to go-live.
    Starting Price: $49/seat/month
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    1mind

    1mind

    1mind

    Say goodbye to fragmented customer experiences. 1mind unites the expertise of your go-to-market teams into intelligent, versatile AI assistants capable of handling it all. Beyond enhancing efficiency and productivity, 1mind AIs build meaningful connections, deliver outstanding experiences, and drive business growth. From top-of-funnel lead qualification and sales to training, customer success, and technical support, 1mind covers the entire customer journey. With a photo-realistic face, voice, and a proactive real-time brain, 1mind can join Zoom calls, deliver pitches, lead sales meetings, and provide tailored demos—all in real time, across virtually any channel. Buyers get instant, accurate answers to their questions, anytime and anywhere, without the need for scheduling or navigating through multiple team members. 1mind transforms the buying experience into a seamless and enjoyable process for customers while boosting profitability for businesses.
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    Lantern

    Lantern

    Lantern

    Lantern is an AI-powered revenue platform designed to help sales and marketing teams close deals faster and smarter by consolidating customer, prospect, and intent data into a unified system. The platform offers tools such as Champion Chaser, which increases the sales pipeline by monitoring signals within the customer base, and Buyer Persona Tracker, which tracks when new buyers join a target account and auto-populates their data. Lantern's Workflow Engine integrates with over 50 applications, automating updates based on customer actions, from job changes to call insights, ensuring teams stay ahead of engagement opportunities. By centralizing data, Lantern empowers teams to leverage AI-powered insights, streamline sales tools, and achieve unprecedented growth. The platform is SOC II secure and offers quick deployment with numerous app integrations.
    Starting Price: $25,000 per year
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    Loisa AI

    Loisa AI

    Loisa AI

    Loisa AI is a lead qualification AI agent that enriches every signup by connecting the dots and understanding data. It qualifies and scores your leads by validating them against your criteria, providing actionable summaries, scored leads, and personalized outreach to help you close deals faster. Loisa AI integrates seamlessly into your existing workflow, living in your Slack, email, and CRM, and automatically pulls the context it needs without disrupting how you already work. We train Loisa AI to be your AI sales assistant, speaking in your voice and following your playbook. Loisa adapts to you, continuously optimizing to stay at its peak.
    Starting Price: $99 per month
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    SalesAi

    SalesAi

    SalesAi

    SalesAi is an AI-driven platform designed to automate and optimize your entire sales process. From lead qualification to appointment setting and closing deals, SalesAi leverages cutting-edge artificial intelligence to enhance sales efficiency and effectiveness. The platform is built to help businesses streamline their sales efforts, allowing sales teams to focus on building relationships and driving revenue. SalesAi works by integrating advanced AI algorithms into your sales workflow. It automates key tasks such as lead qualification, follow-up, and customer engagement, ensuring that no opportunity is missed. The platform uses data-driven insights to prioritize leads, personalize communication, and provide actionable recommendations for your sales team. With SalesAi, your sales process becomes more efficient, enabling you to close deals faster and with greater accuracy. SalesAi is designed to work with a wide range of companies, from small businesses to large enterprises.
  • 17
    Breakout

    Breakout

    Breakout

    Breakout is an AI-powered “inbound SDR” built to turn static websites into active, personalized sales and engagement engines. Once installed via a simple script, Breakout begins automatically identifying visitors using data like reverse-IP, UTMs, first-party cookies, CRM data, and browsing behavior, building a real-time 360° buyer profile. By ingesting the company’s knowledge base (FAQs, case studies, product docs, past sales calls, transcripts), Breakout’s “knowledge graph” enables the platform to surface the right content or next step for each visitor; that might be a revised headline, a contextual case study, a video or demo recommendation, a competitive comparison, a calendar link for a demo, or even a human hand-off. With its newly launched “Breakout Blocks,” these AI-driven components adapt dynamically per visitor so each user gets a tailored path rather than a one-size-fits-all experience.
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    Informativ

    Informativ

    Informativ

    Informativ’s Dealership Compliance Software delivers a showroom- and remote-deal centered digital compliance platform (formerly Dealer Safeguard Solutions/DSGSS) designed to enforce a consistent, auditable, and fraud-resistant vehicle-sales process. The system eliminates paperwork by enabling digital collection of buyer/co-buyer data and document uploads, supports the creation of a “digital deal jacket” for each transaction (including dead deals), and maintains required records for years in secure cloud storage. It enforces compliance with regulatory obligations, including the FTC Safeguards Rule, FCRA requirements, and privacy laws by automating policy workflows, ID scans, and fraud detection. Informativ’s multi-layered engine scans over 250 barcode/ID formats, flags synthetic and identity-fraud risk, and halts non-compliant deals. The software also supports mobile and desktop interfaces for in-store and remote sales environments, enabling early soft-pull credit pre-qualification.
    Starting Price: Free
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    Alta

    Alta

    Alta

    Alta is a data-driven AI revenue workforce platform that helps sales, marketing and RevOps teams automate, optimize and scale their go-to-market operations. Its suite of specialized AI agents, such as Katie for outbound prospecting, Alex for calling and lead qualification, and Luna for revenue operations and insights, connects to your CRM, ERP, billing and engagement tools, analyzes more than 50 data sources and enables 24/7 pipeline building, outreach, qualification and performance monitoring. Alta identifies high-intent prospects, personalizes multi-channel outreach (email, LinkedIn, calls), books meetings, updates systems in real time, and delivers actionable dashboards and alerts on performance, revenue leakage, campaign ROI and strategic metrics. With integrations across CRMs like Salesforce and HubSpot, billing platforms and Team collaboration tools, it gives leadership a unified view of revenue data, forecasts, and execution from one platform.
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    Clearitty

    Clearitty

    Clearitty

    Clearitty is a sales acceleration platform that combines real‑world, buyer‑backed intelligence from top SaaS sales executives with AI‑driven analytics to simplify and accelerate every stage of the sales cycle from discovery to closed‑won. It features a pipeline recommendation engine that delivers tailored lead generation based on your product category, value proposition, and ideal customer profile; fresh, real‑time intent signals from multiple sources; hot lead scoring that ranks accounts by urgency and conversion likelihood; and always‑on intelligence that updates your pipeline as market conditions shift. Its deal score analysis evaluates buyer likelihood using intent data, external signals, tech stack information, public filings, and historical trends to provide contextual insights. Relationship‑building tools identify the best champions, map full buying groups and reveal signing limits, while its AI‑powered Copilot generates sharp, personalized emails and playbooks.
    Starting Price: $80 per month
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    Harmonix

    Harmonix

    Harmonix

    Harmonix AI offers an intelligent, omnichannel communications and productivity layer designed to live inside your CRM/ERP, unifying phone calls, WhatsApp, email, LinkedIn, SMS, and meetings into a single inbox and automatically logging everything, including recordings, transcriptions, and documents. It uses artificial intelligence to surface insights, suggest tasks, generate summaries, automate follow-ups, and deploy “AI agents” that can execute workflows such as routing voicemails, sending documents, scheduling meetings, or detecting churn risks. Harmonix AI emphasizes no heavy integration work: it connects directly to popular systems and supports habits you already have, while bringing business-critical intelligence such as objection detection, forecasting insights, conversational analytics, and unified performance tracking across leads and customers.
  • 22
    BB9

    BB9

    BB9

    BB9 is a multiagent AI solution that conducts qualification conversations on Instagram, WhatsApp and Facebook Messenger DMs and schedules inbound leads straight into your calendar. It takes the place of human DM setter for coaches, agencies and consultants who are closing high ticket offers. Different agents are responsible for qualification, disqualification, timing and follow up. It learns from the owner's voice using actual DM conversations, places leads into GoHighLevel, sends summary of conversations to closers prior to calling and bills per engaged conversation (3+ messages sent by BB9) and not per message.
    Starting Price: $497/month
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    Pepsales AI

    Pepsales AI

    Pepsales AI

    Pepsales is the AI platform of choice for B2B sales teams looking to shorten sales cycles, improve deal qualification, and consistently hit revenue targets. Powered by real-time conversation intelligence, Pepsales gives sales leaders and account executives the insights and guidance they need to close more deals, faster. By analyzing calls, meetings, and prospect conversations across Zoom, Google Meet, and Microsoft Teams, Pepsales delivers live coaching, qualification scorecards, and AI-driven action items, so every rep runs a winning sales process. It seamlessly integrates with CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, automatically syncing summaries, insights, and next steps to keep your pipeline moving. Whether you're scaling MEDDPICC, BANT, or any other sales methodology, Pepsales helps you implement it at scale with consistency. Top Sales teams at companies like Spyne, Rocketium, Spotdraft, and Hubilo trust Pepsales AI.
    Starting Price: $19/user/month
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    Netguru Omega
    Omega is an internally developed AI agent integrated directly into Slack to supercharge sales workflows by handling routine tasks, surfacing insights, and nudging team members toward best practices, all with minimal friction. It seamlessly connects with core tools like Slack, Google Drive, Apollo, Salesforce, and transcript systems to automate time-consuming chores, generating call agendas, summarizing expert calls, locating relevant documents, and tracking deal progression. Omega operates as a modular, multi-agent system, utilizing specialized roles orchestrated via frameworks like AutoGen to plan, execute, and validate actions within the workflow. This architecture runs on a cloud-native, serverless stack using AWS Lambda and Step Functions, enabling flexibility and scale. Observability and iteration are supported through tools like Langfuse, Promptfoo, CI/CD pipelines, and Terraform.
  • 25
    Redcar

    Redcar

    Redcar

    Redcar's B2B AI sales rep converts anonymous website visitors and outbounds to new customers autonomously. Your AI sales rep requires zero management, with optional approval settings available. Everything you need in one product. Your AI sales rep converts your anonymous website visitors and pursues cold leads through our database of 270M contacts and 70M businesses. Built on top of our proprietary AI agent platform, AgentExpress, your AI sales rep minimizes errors and hallucinations, delivering the most accurate lead-qualifying results and personalization in the industry. Reveal warm buyers visiting your website and take action immediately with your AI sales rep. Access 270M contacts and 70M companies across 3 data sources. Your AI sales rep is meticulous just like you. Outperforming GPT-4, it converts your instructions into reliable code for precise lead qualification. You control the messaging as much or as little as you want.
    Starting Price: $999 per month
  • 26
    SalesMagic

    SalesMagic

    SalesMagic

    SalesMagic is a self-service sales training platform that lets your sales team practice and improve their selling skills before they talk to real leads. Create personalized prospect personas that mirror your real-world customers and engage in role-play conversations with those customers using state-of-the-art generative voice AI. Post-call analysis provides expert guidance on performance along with actionable improvements. Each call is scored based on a standard sales methodology that you select (SPIN, MEDDIC, BANT, etc.)
    Starting Price: $19.98/month for 30 credits
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    Truva

    Truva

    Truva

    At Truva, we're on a mission to transform the quality and speed of intelligence that sales teams have available to make decisions and execute. Supercharge your sales team with AI. Truva handles the busywork so your team can focus on what matters most – closing deals. Truva seamlessly tracks all your sales activities - from online and in-person meetings to emails - capturing the details that matter most. It automatically extracts key data points aligned with traditional or custom sales frameworks, allowing you to focus on what's truly important: building relationships. Truva automatically populates your CRM with accurate, comprehensive data from every sales interaction. Eliminate manual data entry and gain an always up-to-date, reliable single source of truth.
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    Vidyard

    Vidyard

    Vidyard

    Vidyard is an AI-Powered Video Selling Platform empowering sellers to win more deals by breaking through the noise, engaging more customers, and closing deals faster with AI-powered personalized video messages that can be created and delivered at scale. Beyond AI-Video, Vidyard is the leading business video hosting platform where organizations can upload, manage, and track engagement with CTAs and on brand personalization. Why is video so powerful for sales? Video breaks through the noise of traditional outreach, ensuring that reps stand out in crowded inboxes and social feeds. It fosters human connections, driving higher engagement and trust with buyers. With Vidyard’s tools, reps can prioritize high-intent prospects, build relationships with key stakeholders, and move deals forward faster, all while delivering personalized communication at scale
    Starting Price: Free
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    RepVolt

    RepVolt

    Strategic Success Lab DOO

    RepVolt is AI sales coaching software for individual reps and small B2B sales teams. Users can paste a transcript, upload a PDF or TXT transcript, or sync completed transcripts from Fireflies. RepVolt applies a scorecard for the rep role and call type. When the transcript preserves enough evidence, the review places the relevant buyer passage and timestamp beside the coaching note, then explains what happened, why it matters, and one move to practice. Reps rehearse that behavior in a new fictional buyer scenario. Managers see scores, trends, and review flags, not raw real-call recordings, transcripts, or quote-level coaching by default. RepVolt does not record calls, replace a CRM, or provide pipeline forecasting. Fireflies sync is live. Gong and Dialpad direct integrations are coming soon. Anyone can analyze one call without signup or a card. Paid plans are month to month and begin with a 10-day trial after a payment method is added at checkout.
    Starting Price: $29/month
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    FullContext

    FullContext

    FullContext

    FullContext enables anyone to power their GTM workflows with AI agents. Easily create hands-on product tours using our Google Chrome extension. Instantly engage, qualify, and demo buyers straight from your website and outbound. AI-powered chat experience that simultaneously surfaces content to drive pipeline, accelerate revenue, and discover new levels of buyer insights. Led by co-founders of Outreach.io, FullContext aims to streamline revenue operations between sales, marketing, and go-to-market teams. FullContext automates customer interactions, delivers personalized product demos, and qualifies leads with minimal human intervention, enabling GTM teams to concentrate on high-value activities, and equipping sales teams with insights to win more deals at the right time. This advanced tool comes equipped with real-time analytics, adaptive learning capabilities, and seamless CRM system integration, ensuring it can be easily adopted by businesses looking to scale their sales efforts.
    Starting Price: $199 per month
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    Outcraft

    Outcraft

    Outcraft

    Outcraft AI is an AI-driven inbound lead engagement and sales automation platform that automatically responds to new prospects within minutes and continues follow-ups until engagement across channels like phone calls, email, LinkedIn, and SMS so teams never miss hot leads; its AI SDR acts like a 24/7 sales rep that qualifies leads, handles common objections (e.g., out-of-office or wrong contact), integrates with calendars (e.g., Google Calendar, HubSpot, Cal.com) to book meetings, and lets users customize messaging and qualification logic to match their brand and process. It is designed to boost conversion rates and productivity by freeing human reps from repetitive follow-ups, increasing connections by responding instantly, and automating nurture sequences while ensuring outreach sounds natural and human-like; it also supports multi-channel engagement workflows, automated follow-up limits, smart routing to humans when needed, and simple CRM/form integrations.
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    BuyerAssist

    BuyerAssist

    BuyerAssist

    With BuyerAssist, your sales teams power continuous value discovery and realization for your buyers, to build trust and accelerate revenue. Collaborate and win with your buyers by aligning with them on a shared definition of success, milestones and the jointly-operated plan to get there. Enable interactions that help you identify and define potential value for your buyers and create a plan to get there. Partner with your buying teams across personalized milestones and a jointly developed roadmap to buyer success. Empower your buyers with one-place-to-go for accessing contextually relevant information at any time. Unify all the buyer behavior data across their lifetime engagement to make business decisions.
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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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    Aligned

    Aligned

    Aligned

    Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.
    Starting Price: $29/seat/month
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    CloseBot

    CloseBot

    CloseBot.ai

    CloseBot is an AI-powered platform that helps businesses automate lead qualification and appointment booking through smart, conversational bots. With a no-code, drag-and-drop interface, users can quickly build AI agents that handle chats, schedule meetings, update CRM fields, and more—across unlimited sub-accounts, even on the free plan. Trusted by over 30,000 businesses, CloseBot integrates with major platforms like HubSpot, Salesforce, and Podio, providing a scalable and cost-effective way to convert leads into paying customers without hiring human agents.
    Starting Price: $49/month
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    Ori

    Ori

    Ori

    Ori is an enterprise-grade generative-AI platform built to automate and scale customer interactions across voice, chat, email, and messaging channels, with full compliance, auditability, and multilingual support. It delivers AI-powered chatbots and voice bots capable of handling the full customer journey; lead qualification, conversational sales, onboarding, customer support, collections, renewals, and retention. Its core features include multilingual and omnichannel support, intelligent conversation flows with context awareness and sentiment detection, real-time compliance and script adherence (for regulated industries like finance and insurance), full audit trails, and seamless handoffs to human agents when needed. It supports voice-based conversations (speech recognition, natural-language responses), chat/text conversations, email responders, and hybrid bot-plus-live-agent workflows.
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    Along

    Along

    Along

    Along is a collaborative workspace for complex B2B sales that helps you engage, close, and onboard buyers using custom digital sales rooms that connect all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content or other information of the deal. Using tracking and analytics, Along is able to deliver insights, highlights, and recommendations from your prospect's behavior directly in your CRM - entirely enabled by smart SQL processing and AI. This allows you and your team to optimize and discover why prospects are churning; allowing c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes. Simply create shared Alongspaces as digital sales rooms + mutual action plan with your buyers to have a single hub for all deal-related information, track what your buyers do with them, and use the insights to close them faster.
    Starting Price: $69/month
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    Meeple.ai

    Meeple.ai

    Meeple.ai

    Meeple.ai analyzes your sales calls and generates personalized mini-sites that communicate the needs of your buyers, in their own words. With Meeple you can have a personalized follow-up process. Just click after your sales call to generate one-pagers automatically. We will gather the relevant buyer information from every Zoom call and generate a one-pager to summarize it. You only need to review it, and send it out. Meeple.ai's AI assistant transcribes your sales calls, extracts relevant information, and creates personalized one-pagers for your buyers
    Starting Price: $412 per user per year
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    Appointwise

    Appointwise

    Appointwise

    Appointwise is an AI-powered appointment setting and lead engagement platform that automatically qualifies leads, nurtures conversations, and books appointments directly onto your calendar through natural language AI without requiring manual outreach or traditional booking links, helping businesses improve conversion rates and save time. It syncs with existing calendars and integrates with major messaging platforms and CRMs to centralize lead engagement across SMS, WhatsApp, Instagram, and Facebook Messenger, enabling instant responses 24/7 and eliminating scheduling friction. It uses conversational AI to engage prospects, handle objections, and guide them to booked meetings while applying custom qualification rules to focus on high-quality leads, and it offers analytics dashboards to track performance, conversion trends, and ROI.
    Starting Price: $297 per month
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    Zigment

    Zigment

    Zigment

    Zigment.ai is a premier conversational AI platform specializing in intelligent virtual assistants for sales conversion by directly engaging and nurturing every lead individually to help them through their buying journey. Zigment.ai enhances business engagement, providing seamless information delivery, lead qualification, and driving meaningful conversions. Our AI solution automates Facebook CTM/CTWA ad funnels, deploying virtual AI agents to pre-qualify leads and connect them with sales teams in real-time.
    Starting Price: $150/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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    fifthelement

    fifthelement

    fifthelement.ai

    fifthelement.ai is a secure, enterprise-grade AI agent platform designed for revenue, service, and operations teams in complex, regulated industries. It helps businesses transform scattered corporate data into actionable intelligence by unifying content from meeting transcripts, SharePoint, CRMs, wikis, and complex documents. Built for enterprises that cannot afford AI mistakes, fifth solves the critical problems of AI hallucination, data sprawl, and security risks. It empowers teams to automate workflows, accelerate GTM intelligence, and supercharge customer service. A core capability is Revenue AI Signals, which uniquely extracts buying intent and actionable insights directly from unstructured human interactions (like call transcripts and email threads). Key differentiators include strict hallucination control, verifiable citations, deep document understanding, and robust enterprise governance (SOC 2, RBAC).
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    GetAccept

    GetAccept

    GetAccept

    GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
    Starting Price: $25 per user per month
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    Salezilla

    Salezilla

    Salezilla

    We mix experience with the latest available technology to do cold email right. Plug-n-play a specific component or let us do it all with a fully managed service. Whatever your needs, we leverage the best to maximize your success. No more wasting hours on clicking through pages on LinkedIn or other databases to find the perfect prospects, our AI SDR does it all for you. Leverage AI to do automatic prospect research and get thousands of on-target prospects fast. Our innovative solution allows you to auto-extract specific information from company websites and incorporate it into your outreach, enabling your campaigns to look human-written while achieving robotic scale. No need to stress about email deliverability. We ensure your emails are hitting the primary inbox with a managed service of domain procurement, DNS management, email authentication, domain warmups, volume ramp-up, and regular email deliverability testing.
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    Locale.ai

    Locale.ai

    Locale.ai

    Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure.
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    UserGems

    UserGems

    UserGems

    Target buyers who are most likely to convert. UserGems is the AI command center for ABM and Outbound GTM teams — it captures and unifies all buyer signals, scores accounts and contacts, then deploys its AI agents to write personalized outreach and create ad audiences to drive qualified pipeline. UserGems combines contact-level intent (across 42,000+ topics), website visitor de-anonymization, CRM activity, and your first-party data into one signal orchestration layer. Its AI scoring model analyzes 600+ ICP criteria and signals weekly to prioritize the accounts and contacts most likely to convert — with full transparency into why each one is ranked, so reps actually trust the data and act on it. Reps don't need to change how they work. Gem-E brings signals, insights, and outreach directly into your CRM and sales engagement tools. It's the only AI agent powered by UserGems' proprietary signal intelligence and data that has driven pipeline growth for 700+ companies.
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    HubSpot Agent Hub
    Agent Hub is HubSpot’s central workspace for building, running, and managing AI agents across marketing, sales, and customer service. Agents work with live CRM data so they have the customer context needed to build demand, win deals, and serve customers. Teams can activate ready-made agents or build custom agents on a single canvas using their own prompts, knowledge, tools, CRM data, and connected third-party apps, without coding. Prospecting Agent monitors buying signals and launches personalized outreach, while Smart Deal Progression suggests next steps, CRM updates, and follow-ups after sales calls. Customer Agent resolves common inquiries and qualifies leads across channels using real contact and contract history, freeing service teams for cases that require human attention. Data Agent answers questions about contacts and companies using CRM data, calls, emails, and documents, helping teams research customers and prioritize accounts faster.
    Starting Price: $0.50 per resolution
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    Memorly.ai

    Memorly.ai

    Memorly Technologies

    Memorly.ai is an AI-powered sales automation platform designed for MSMEs. It combines natural language processing, contextual memory, and omnichannel support to automate lead generation, qualification, personalized follow-ups, appointment scheduling across WhatsApp, email, voice, and web chat. Intuitive dashboards and real-time analytics provide actionable insights to boost engagement, conversion rates, and ROI. Its no-code interface enables fast CRM and ERP integration, cutting deployment time. Scalable and secure, built on GDPR-compliant infrastructure, it supports 24/7 multilingual interactions. Machine learning continuously refines communication strategies and segments audiences, enabling precise targeting. Customizable workflows let businesses design AI-assisted campaigns for timely engagement. Consolidated data across channels simplifies reporting and compliance. Memorly.ai adapts with every conversation, delivering human-like experiences that drive sustainable growth.
    Starting Price: $48/user/month
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    Watchman

    Watchman

    Watchman

    Watchman AI is an AI-native demand inference platform that captures invisible B2B buyers by identifying, researching, enriching, and qualifying company accounts and person-level leads in real time, turning anonymous visitors into an endless stream of qualified prospects without forms or manual work. It operates full-autopilot, using dynamic inference agents to lock in precision prospects the moment they land, automatically curating and syncing those leads into an existing stack with zero friction, and replacing underperforming tools by surfacing the accounts that move revenue. The system emphasizes efficiency and growth, continuously capturing and converting stealth traffic 24/7 while automating workflows so teams save hours of manual effort and scale demand capture.
    Starting Price: $32 per month
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    Rebate.AI

    Rebate.AI

    Tredence

    Manage multi-product, multi-party, and tiered rebate schemes automatically. Central product catalogs and standardized rebates. Unlocking elegant, mutually beneficial deals with your preferred partners. Manual rebate management is often tedious and disconnected, leaving participants unclear about their actual and planned gains. Complicated rebate programs hide shared opportunities for growth, which may never become apparent through manual calculations. Buying groups, buyers, and suppliers have an invaluable ecosystem to grow together, hindered only by legacy rebate management. An audit trail helps all participants trace transactions, resolve disputes, and ensure that revenue grows through rebates as planned. Re-energize buyers’ rebate management with AI-powered auto-rebate tracking features. Compare all active rebate deals in the group in a single view and increase rebate earnings instantly.