Alternatives to Donna
Compare Donna alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Donna in 2026. Compare features, ratings, user reviews, pricing, and more from Donna competitors and alternatives in order to make an informed decision for your business.
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1
Fathom
Fathom.ai
Fathom is an AI notetaking platform that records, transcribes, summarizes, and organizes meetings so users can stay focused on the conversation. The platform supports bot-based and bot-free capture, giving individuals and teams flexible ways to capture meeting notes. Fathom provides accurate transcripts, instant summaries, action items, follow-up details, and searchable meeting history. Users can ask questions across meetings, monitor key topics, and turn conversations into next steps for sales, customer success, marketing, and internal teams. Fathom integrates with tools such as Google Meet, Zoom, Microsoft Teams, Gmail, Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and public API or MCP workflows. Built for teams and individuals, Fathom helps reduce meeting admin, improve follow-through, and keep important decisions visible. -
2
Apollo
Apollo.io
Apollo is an AI-powered sales intelligence and engagement platform designed to help revenue teams find prospects, build pipeline, manage outreach, and close deals from one system. The platform combines a large B2B contact and company database with lead scoring, data enrichment, multichannel sales engagement, workflow automation, meeting scheduling, calling, and deal management. Outbound teams can identify target accounts, find verified contact information, create automated email and call sequences, and prioritize daily selling activities. Inbound capabilities help organizations identify website visitors, qualify leads, enrich incoming records, and route prospects to the appropriate sales representatives. Apollo also provides AI-assisted prospecting, meeting insights, conversation intelligence, sales coaching, analytics, and MCP connectivity for incorporating Apollo data and capabilities into supported AI workflows.Starting Price: $49/seat/month -
3
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
4
Backstory
Backstory (People.ai)
Backstory is an AI-powered sales pipeline intelligence platform designed to help revenue teams understand deal health, manage pipelines, forecast outcomes, and improve sales execution. The platform connects with CRM, email, calendar, meeting, and other sales systems to automatically capture calls, meetings, contacts, and account activity. Its AI analyzes engagement signals, historical performance, coverage gaps, risks, and opportunities to estimate close likelihood and explain why individual deals may be progressing or slipping. Stakeholder mapping helps teams identify the people involved in an opportunity and understand where important relationships or contacts may be missing. Backstory also provides deal-specific recommendations, AI sales coaching, renewal and retention insights, forecasting, and pipeline management tools.Starting Price: $50 per user per month -
5
DocStyle
DocStyle LLC
DocStyle will convert and style any PDF file to Word completely in a single process using Intelligent Formatting Recognition. A process designed to clearly and accurately identify content in order to generate an editable and functional structured Word document. DocStyle will also style a Word document naively thereby relieving the burden of time consuming cleanup.Starting Price: $49/Month -
6
Siro
Siro.ai
Put an AI sales coach in every rep’s pocket. Unlock missing revenue with AI and record face-to-face sales conversations. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and where reps are missing opportunities. To start recording and transcribing, reps tap one button in the app or directly from their lock or home screen. Enable auto-split to tap record once all day and let Siro isolate and separate your sales conversations, and Siro never drains your battery. Within seconds of a lost conversation, reps can access top examples from their peers on better handling the key moments of your sales process. Works offline and online, with an internet connection, your recordings are transcribed and analyzed in seconds. Siro's AI analyzes compares both what you say and how you say it to identify where you're missing out on revenue.Starting Price: Free -
7
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. -
8
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
9
Pitcher
Pitcher
Elevate your HCP interactions and optimize your commercial operations with one Super App for edetailing and closed loop marketing– from content delivery and sample management to multi-channel, compliant communication. Close the feedback loop in your marketing and sales operations and increase effectiveness. It’s your all-in-one edetailing and closed-loop marketing solution to help you execute your strategy. Elevate your HCP interactions and better engage your customers with targeted, personalized content. Close the loop in your commercial operations with innovative technology accessible at the click of a button, from home, in the office, and on the go. Pitcher offers different paths and capabilities tailored to specific needs and different requirements of commercial reps, MSL or KAM.Starting Price: $20 per user per month -
10
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
11
BreezeFSM
Vilok Solutions
BreezeFSM is an AI-powered field sales management software designed to streamline and enhance the productivity of field sales teams. It offers features such as real-time GPS tracking, automated reporting, and performance analytics, enabling businesses to monitor daily sales activities, manage leads, and generate insightful performance reports. The platform's Market Assistance function analyzes clients' previous order histories to suggest product options for cross-selling and upselling, thereby increasing deal closure rates. Additionally, BreezeFSM provides tools for route optimization, attendance management, and task assignment, facilitating efficient scheduling and resource allocation. By automating routine tasks and providing actionable insights, BreezeFSM empowers sales teams to focus on building customer relationships and driving revenue growth.Starting Price: $3.47/month/user -
12
Computer by DevRev
DevRev
Computer is an AI workspace built for sales teams that need sharper account context, faster execution, and more confident decisions. Its native Shared Memory learns how each team works, understands accounts and pipeline history, and becomes more useful as calls, decisions, and deals accumulate. Users can connect their CRM, email, calendar, meeting logs, and other sales systems, then ask detailed questions about opportunities or launch preloaded skills for meeting preparation, account deep dives, deal-pattern analysis, pipeline health checks, meeting recaps, and follow-up drafting. Computer AirSync and Computer Memory bring information from connected tools into one continuously updated context, allowing the system to reason across live organizational data rather than relying on isolated or outdated snapshots. It can return precise answers, surface patterns, prepare complete quarterly business reviews, and help teams act without manually piecing together information.Starting Price: $30 per month -
13
Voze
Voze
Voze helps sales teams grow by guiding reps to the right customers, products, and behaviors. Instead of adding complexity, Voze acts like a personal assistant - reps can record quick voice notes, snap photos of written notes, or type updates in seconds. This simple approach leads to high adoption rates while giving managers visibility into field activities. The Voze Sales Engine lets managers direct growth their way. Want to push specific products? Target certain industries? Improve rep follow-up? Voze nudges reps with reminders and easy-to-share materials while tracking results. Rather than forcing change, Voze adapts to how reps already work. It handles admin tasks automatically - creating contacts, scheduling follow-ups, and alerting team members. This gives reps more time to sell while helping managers guide their strategy and support customer needs. Take a look at voze.com to learn how we can help drive growth your way. -
14
AskElephant
AskElephant
AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot (or Salesforce). It takes responsibility for the CRM data work that reps are typically stuck doing. AskElephant owns CRM data hygiene at the source and powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automations, and a sales team focused on what AI can't replicate. Relationships.Starting Price: $99 -
15
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 -
16
Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
17
Jordan AI Assistant
hubkn
Jordan is the amazing A.I Assistant that helps your team crush sales goals! Our AI integrates with the key data generating insights and predictions that increase the potential for closing sales. We do artificial intelligence to accelerate and optimize sales processes through a layer that connects to the database to provide access to accurate KPIs quickly, whether by connecting voice, image, generating insights and even predictions about the business. Sales executives are always looking for ways to improve sales outcomes and hit sales quota. With help from Jordan – A.I Assistant, business can now use the most advanced artificial intelligence technologies to be at the vanguard and solve most challenges sales organizations faces daily. No more manual work, voice commands and interactions to CRM, e-mail, and calendar. Too many fields, complex interfaces and lost of time, Jordan is here to help. -
18
Varolio
Varolio
Unify your sales tools with our AI-powered inbox. Leverage personalized analytics to close more deals, faster. Manage all your messages, leads and tasks in one place. Varolio’s AI-powered inbox helps you stay on top of your work and focus on what matters most. Harness the power of AI to gain deep insights into customer interactions. Improve engagement and personalize your sales approach with data-driven strategies. Streamline your sales process with automated follow-ups and lead management. Let AI handle the routine so you can focus on building relationships and closing deals. Customize Varolio to fit your unique sales needs. Enjoy enhanced data security and flexible integration with your existing CRM and sales tools. Varolio is an enterprise-grade solution that puts privacy first. You can fully customize your deployment to meet your security requirements. You can use Varolio with any LLM. We support all major providers. Every message is encrypted in both transit and at rest. -
19
OutreachPilot
OutreachPilot
OutreachPilot is an AI-powered outreach automation platform designed to help businesses generate leads and book meetings automatically. The platform replaces multiple sales tools by combining lead discovery, research, outreach, and follow-up automation in a single system. OutreachPilot scans the live web to identify prospects that match a company’s ideal customer profile rather than relying on outdated contact databases. The AI then researches each prospect and generates personalized outreach messages across channels such as LinkedIn, email, SMS, and phone. The system can also respond to incoming replies, handle objections, and schedule meetings directly on a user’s calendar. With a unified dashboard and inbox, teams can monitor campaigns, track performance metrics, and manage conversations in one place. By automating prospecting and engagement workflows, OutreachPilot helps sales teams save time and maintain a consistent pipeline of meetings.Starting Price: $79/month -
20
Perenso Field Sales
Perenso
Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales provides a customizable and intuitive order screen to improve customer conversations and allow up-selling and quick order entry enabling your reps to sell better in the field. Other features include store checks, content management & sharing, customer targeting, route planning, objectives, ranking & ranging, integrations, and reporting & analytics. -
21
Microsoft 365 Copilot for Sales
Microsoft
Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. -
22
Aviso
Aviso
Aviso is an AI-powered revenue intelligence and sales execution platform that helps businesses improve forecasting, manage sales pipelines, and automate go-to-market workflows. The platform combines predictive analytics, conversation intelligence, relationship intelligence, and deal management within a centralized revenue operating system. Its machine learning models analyze CRM records, customer interactions, and historical sales data to predict deal outcomes and identify revenue risks. Aviso provides AI agents that automate prospect engagement, lead qualification, sales coaching, follow-ups, and other revenue operations activities. Its no-code GTM Agent Studio enables organizations to create and deploy customized AI agents and workflows without extensive programming. The platform integrates with Salesforce, Microsoft Dynamics, and other business applications to provide sales teams with actionable insights, automated recommendations, and centralized revenue visibility. -
23
Aurasell
Aurasell
Aurasell is an AI-native go-to-market platform designed to unify prospecting, selling, revenue operations, and forecasting in a single system. Built to replace fragmented GTM stacks, Aurasell consolidates more than 15 tools into one intelligent platform powered by autonomous AI agents. It enables teams to move seamlessly from contact to contract while significantly improving productivity, velocity, and forecasting accuracy. Aurasell leverages massive global data coverage, including hundreds of millions of contacts and accounts, to drive intelligent prospecting and account insights. The platform automates busywork across sales, RevOps, and leadership workflows so teams can focus on closing deals instead of managing tools. AI-driven coaching, conversational intelligence, and real-time insights help sellers improve execution and reduce risk. With enterprise-grade security and scalability, Aurasell delivers full control across the entire revenue engine. -
24
Responsum
Responsum AI
Responsum connects to your team's tools, data, and knowledge. Train it to manage your team using your playbook and best practices to accelerate performance or use it individually. See Responsum in action and then learn how it drives results. Poor data kills team performance. Never worry about opportunities being up to date or key forecast fields being filled out. Responsum makes it happen. Your team closes more deals when they take action on the right deals at the right time. Responsum learns your sales playbook and guides your team to success without being annoying. Easily access the data you need to coach, make decisions, and ensure your team hits their number quarter after quarter. Responsum breaks down your sales process into micro actions that allows your team to get work done quickly. In return, you get accurate data, relevant insights, and the peace of mind knowing your team is operating at their highest level.Starting Price: $917 per month -
25
Goldie
Goldie
Goldie’s mission is to help sales reps. Imagine a sales org where every sales rep has an AI co-pilot that is always there for them, helping them to sell more effectively, and reducing the friction that exists in reps’ day-to-day lives. Yes, sales managers, sales ops, and sales leadership benefit as well, but Goldie’s #1 job is to help salespeople close more business in less time. Goldie is an artificial intelligence that acts like a co-pilot for salespeople. In a nutshell, Goldie helps reps by suggesting and automating sales plays and best practices. We can’t divulge more than that now, but if you sign up for early access, we’re confident you’ll see how powerful Goldie is. If you want help closing more deals and saving time, Goldie can help. As your sales co-pilot, Goldie recommends and executes sales plays on your behalf - plays that are proven to close business. -
26
Coffee
Coffee
Coffee is an AI CRM agent built to automate CRM data entry, contact enrichment, and pipeline tracking for sales teams. Its core promise is simple: good data in, good data out. It helps teams keep their CRM clean and complete by automatically capturing and organizing the information sellers need, reducing the manual work that usually slows down sales operations. Coffee enriches contacts, tracks pipeline movement, and supports sales intelligence so teams can spend less time updating records and more time selling. Instead of relying on reps to manually maintain every field, note, and contact detail, Coffee acts as an AI layer that improves CRM hygiene and keeps customer data more useful across the sales process. It is designed to make CRM systems more accurate, current, and actionable by turning fragmented sales activity into structured information that teams can trust. For sales leaders, it helps create better visibility into pipeline health and team activity.Starting Price: $20 per month -
27
Salesify
Salesify
Discover why deals are won or lost. Speed up your sales cycle with our generative AI-driven insights, recordings, deal insights, sentiment, and coaching. Unlock immediate insights into action items, objections, and pain points to understand where your deal stands. Never miss another step to learn more about your prospects. Increase your demo conversion rate by 25%-40%. Learn where to make improvements on your next call. Capture every detail not just the transcription with precise meeting analytics through Salesify. Automatically generate personalized AI follow-up emails based on meeting content and outcomes. Within an organization, AI coaching provides tailored guidance and insights to both teams and managers, aiming to optimize performance, improve communication, and streamline. Enhances sales techniques, such as objection handling and negotiation skills, improves conversion rates, and personalizes customer interactions.Starting Price: $29 per month -
28
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 -
29
Poggio
Poggio Labs
Poggio is an AI-powered platform designed to provide tailored, executive-level points of view (POVs) for every account, enabling go-to-market (GTM) teams—both people and AI agents—to engage smarter and win faster. By transforming manual research into scalable account intelligence, Poggio helps sales teams spend more time solving customer challenges and less time researching. The platform standardizes messaging across all customer-facing roles, aligning everyone to speak the customer’s language and confidently lead with value. Poggio integrates seamlessly with your value frameworks, ensuring consistent use of case studies, battle cards, and sales methodology. Trusted by revenue leaders, the platform accelerates revenue growth by helping teams show up as strategic partners rather than vendors. With AI-driven insights, Poggio powers repeatable, value-driven conversations that build trust and close deals faster. -
30
Nektar
Nektar
Your AI digital Assistant that guides you to sell better. The world’s best mobile-first sales assistant. Rebuilding the modern sales experience! Don’t let another deal slip through the cracks. Let Nektar track who, what, when and how to follow up and you can just focus on closing sales. Get AI driven insights, alerts and reminders on all your leads, opportunities and tasks. Multi-channel ability to follow up with anyone from anywhere on any channel. With the power of AI & human collaboration, use Nektar playbooks to coach and ramp your fast growing sales teams and new hires easily. Customize, implement and track the sales plays to fit your sales process. Your rules, your plays with AI at its core and a dash of human expertise! Focus on helping your salespeople sell better rather than on reporting what they have been doing. Automate CRM entry, multi-fold CRM adoption & accelerate revenue growth with real time CRM updates and activity capture. -
31
Woobot
Woobot
People at their peak are 2-5x more productive than they are on average. Yet, interruptions and app switching waste 40-60% of the typical worker's time. Let teams riff with relevant, real time data in their collaboration tool of choice and watch productivity soar. Transform the remote work experience and breathe new life into Salesforce by seamlessly threading business critical data within the context of the conversation using Woobot's powerful, flexible integration platform. Shape the future of work by giving your remote teams the Salesforce data they need where they already spend their day. Enable quicker, more effective decision making with realtime Salesforce workstreams and actionable insights. Update Salesforce from the context of the conversation for improved data hygiene and better team alignment. The Woobot platform lets you find, view, update and create records in Salesforce and other enterprise systems directly within your collaboration platforms. -
32
Pod
Pod
Stop wondering what your next move should be, Pod guides you on how to manage your pipeline. Control your pipeline and prioritize your winning deals. Do less admin while never missing a follow-up, and spend more time selling. Access the info you need to move deals forward and stay sharp. Get the directions you need to accelerate, unblock, and close more deals. Leverage your sales data and get advice or guidance at any time with Pod's AI coach. Manage every next step for every deal without missing a beat. Know your accounts inside-out with synthesized research to prep for your next call. Work in a shared space that is built for full sales teams. Never drop the ball on your deals, Pod guides you on where to focus and how to close deals. It’s never been easier to follow your sales process with reusable templates. Reduce busy work and close deals faster with your personal coach. Give your sellers a secret weapon & stop worrying about data hygiene.Starting Price: $24 per month -
33
FieldPro
Optimetriks
FieldPro is a mobile and web based platform developed by Optimetriks that helps manufacturers and distributors to easily manage and automate their day-to-day field operations and achieve higher levels of efficiency. Our solution connects the different actors of the distribution ecosystem allowing information flows in real time. We help brands achieve 4 operational objectives essential to gain productivity and improve performance: Field Force Monitoring, Outlets Mapping, Retail Audit and Sales Automation. We transform the approach to distribution, moving from a top down to a collaborative one, for businesses to be in close relationship with their retailers and field agents. Get real time data on your field sales activities with our Field Force Automation mobile app, FieldPro. Digitize and make your distribution more efficient and transparent. Record and analyse orders in real time on our Field Sales app, FieldPro, to eliminate bottlenecks from manual processes.Starting Price: $10 per user per month -
34
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. -
35
Field Sales Connect
Damco Solutions
Built on the Salesforce Platform, Field Sales Connect is a field sales management software that allows organizations to boost the efficiency of their field sales operations. It helps centralize the field activity and offers useful insights to maximize field sales potential. The software combines features like intelligent automation, real-time tracking, and seamless information flow, and gives leaders the opportunity to dramatically increase sales. Field Sales Connect improves the efficiency of sales reps and helps managers with the following: Assign leads to the appropriate resources Monitor operational performance and KPIs in real-time; Consolidate data from various systems Respond to lead inquiries Manage knowledge bases or assets Track and maximize travel reimbursements Work together remotely on various territories Field Sales Connect enables firms to build a competitive and productive sales culture and reduce lead leakage brought on by inadequat -
36
TalkPilot
TalkPilot
TalkPilot is a browser extension tool designed for sales teams that guides them through sales calls, before, during, and after, to help close more deals. Before meetings, it lets reps set clear objectives, pull up relevant account details, and get prepared. During calls (e.g., via Google Meet or Microsoft Teams), it listens in quietly and surfaces timely prompts, talking points, reminders, cues to address objections, or questions to uncover buyer needs. After the call ends, it generates clean summaries, action items, and next steps, helping ensure follow-ups happen and nothing gets lost. The tool also updates your CRM automatically, reduces manual note-taking, and keeps sales workflows aligned. It integrates into workflows quickly and is meant to run in the background without distracting the user.Starting Price: $48 per month -
37
GPTfy
GPTfy
GPTfy is an Agentforce alternative built 100% natively on Salesforce, fully declarative for organizations looking for an enterprise grade AI platform. It enables businesses to build, deploy, and manage autonomous AI agents without relying on external servers or disconnected tools. Designed for enterprises that prioritize governance, flexibility, and speed, GPTfy helps organizations scale Agentic AI adoption securely while maintaining full visibility and control. GPTfy combines BYOM flexibility, prompt-driven automation, AI agents, and deep Salesforce integration in one unified platform. Teams can converse with Salesforce to log emails, update records, generate intelligent responses, summarize data, automate workflows, execute CRUD operations, and leverage RAG-based knowledge retrieval directly within Salesforce.Starting Price: $20 per user per month -
38
Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
39
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
40
DeLorean AI Sales AI
DeLorean AI
Sales AI, or Customer Relationship Management AI (CRM AI), is a comprehensive AI solution for the most taxing sales problems. Our product allows sales and marketing teams to shift the curve on sales in the direction of success. The results from sales AI not only give insights into activities but also make predictions and next-best-action recommendations that allow teams to predict if a deal will sell or fail, and determine the best action to move the deal to the next stage of the funnel and to a win. Additionally, Sales AI increases visibility into operations, predicts quarterly revenue, and improves forecasting. Our technology can improve the efficacy of sales in the pipeline by modeling outcomes of deals with probability. With the ability to better classify wins versus losses, identify significant drivers, and recommend solutions for deal conversion, Sales AI directly leads to an increasing percentage of deals won by diverting attention away from low-probable wins. -
41
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 -
42
Lerno
Lerno
Lerno is an AI Powered Sales Assistant that automates the capture of actionable insights from customer interactions for improved sales execution. 80% of opportunities don't close due to being poorly qualified. The landscape for sales organizations has changed, due to fierce competition, budget constraints and higher customer expectations, as a result sales teams are struggling to achieve their revenue targets. Lerno acts an AI team mate to support sales reps with deal qualification and provides tailored coaching to enhance their conversions and performance. With actionable insights that highlight opportunity gaps, customer needs and customer trends, revenue teams are no longer mis-aligned and can come together to support a prospect through to a paying customer.Starting Price: $50 -
43
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. -
44
MARVL
MARVL
MARVL accesses all information in the CRM, including emails, notes, and activities. Upload all your company sales playbooks and let MARVL learn from your sales coaching sessions. Any member of the sales team can chat with MARVL. It's perfect for call prep and handling sales queries, offering instant, precise advice. Just the way your CEO would handle the call. This ensures effective, successful customer interactions every time. Getting on-demand access to product and sales information. Pre-calls research information at your fingertips. Emails, plans, scripts, and questions, all tailored to account specifics. Simulate interactions and objection-handling scenarios proactively. MARVL helps you to be always prepared and have better customer interactions. Once you learn the secret sauce, you can hit your quota constantly. MARVL helps you achieve better sales outcomes than it did with other B2B teams. -
45
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
46
Gojiberry AI
Gojiberry AI
Gojiberry AI is an AI-driven sales platform that continuously runs intelligent agents to find high-intent prospects who match your ideal customer profile by tracking real-time signals like LinkedIn engagement, competitor interactions, job changes, and funding events and then automatically initiates personalized outreach campaigns that book demos and generate replies, helping sales teams scale pipeline and improve reply rates on autopilot, with smart LinkedIn messaging and CRM integration that keeps prospect and contact data synchronized and actionable, plus analytics to show leads, campaigns, and performance insights. Its core functionality centers on filtering only relevant warm leads, scoring those prospects, sending custom outreach based on buyer intent, and providing insights into what gets replies so teams spend time engaging ready buyers rather than cold lists, and it is trusted by hundreds of sales teams, agencies, and founders aiming to streamline lead generation and outreach.Starting Price: $99 per month -
47
Gooseworks
Gooseworks
Gooseworks is an AI-powered workspace designed to help teams build, orchestrate, and scale go-to-market strategies through intelligent automation and repeatable systems. It enables users to create structured workflows that compound over time, allowing organizations to execute growth initiatives faster and more consistently without relying on manual processes. It acts as an AI GTM engineer, capable of performing real operational tasks such as identifying decision-makers, sourcing leads, enriching data, and triggering outreach workflows using integrated tools and data providers. Users can design systems that continuously generate and refine opportunities by combining multiple AI-driven processes, turning fragmented sales and marketing activities into cohesive, automated pipelines. Gooseworks emphasizes repeatability and scalability, allowing teams to deploy multiple “compounding systems” that improve performance as they run, rather than starting from scratch.Starting Price: $29 per month -
48
VOL AI
VOL AI
We analyze the client's data, seller's info, and interaction history to find relationships, analyze dependencies, and build personalized insights. Automate sales processes by handling routine tasks, updating CRM fields, writing summaries, and strategies, and composing content. Our system learns from communication history with your clients, CRM data, and internal knowledge of your company to generate relevant sales content and strategies. AI learns from your emails, meeting transcripts, product information, and sales documents in real time. Besides internal docs and threads with the client, we're parsing information from public sources (LinkedIn, Crunchbase, etc.) to enrich profiles and always have a reason for follow-up. Generates personalized sales campaigns based on client interactions, preferences, and behaviors, ensuring each communication is relevant and impactful. Our AI system can be trained to mimic your sales techniques. -
49
SetSail
SetSail
Unlock your sales team's potential with the power of machine learning. First, SetSail automatically captures and enriches your customer and activity data so that your team doesn’t have to. We then build a unique machine learning model for your business, which calculates account/deal health using the CRM data and communication sentiment, leveraging the latest natural language processing (NLP) techniques. Our models prioritize objective signals, such as sentiment in customer conversations, over self-reported measures like deal stages. Powered by the machine learning engine, SetSail surfaces insights that allow reps, managers, and executives to view pipeline health in real-time. This powerful tool can break down data by rep, deal, account, and conversation topic to identify performance issues and deal blockers. Pinpoint and fix areas of weakness before they hit your bottom line. -
50
Geo Rep
Geo Rep
Geo Rep is an all-in-one field sales management solution that is suitable for multiple industries and any company that has sales, promotional, merchandising or field service teams in the field and a product or service being sold. We are the link between the office and the field. Geo Rep enables field staff with clear planning, optimized direction, tasks, critical insights, easy ways to do admin and improved sales process. The work that field staff does is available both live and by automated aggregated reporting for management which allows for fast, information based decision making as well as coaching opportunities. The result is better execution, decisions, customer service and engagement > Smash Sales Targets!Starting Price: $29 per user per month
