Alternatives to IndieCRM
Compare IndieCRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to IndieCRM in 2026. Compare features, ratings, user reviews, pricing, and more from IndieCRM competitors and alternatives in order to make an informed decision for your business.
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1
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
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
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 -
4
Zayda CRM
Stellen Infotech
Zayda is a cloud-based sales CRM for solo founders, freelancers, agencies, small businesses and sales teams. It brings leads, contacts, deals, activities, custom pipelines, follow-up reminders and performance reporting into one workspace. The service responds to incoming leads through email and WhatsApp; paid Growth plans add SMS and AI follow-up calls, while Zoom, Microsoft Teams and Google Meet meetings can be recorded and summarized in the CRM. Users can connect Gmail, Google Calendar, Google Sheets, Slack and other tools, automate workflows, and import data from Pipedrive or spreadsheets. Templates support workflows in real estate, recruitment, insurance, legal services, education and ecommerce. The free plan includes one user, one pipeline and up to 250 records. Paid plans add team features, higher record limits, automations and API access. Zayda is available on the web and in mobile apps for iOS and Android.Starting Price: $0/user/month -
5
LumenGrow
Devsimplex Ltd
LumenGrow is a cloud-based prospecting, sales intelligence, and outbound platform for founders, small sales teams, and agencies. Users create a watchlist of target companies or import a CSV, then monitor company websites, hiring activity, and technology changes for new buying signals. Prospect search helps users find contacts, enrich and verify records, and score prospects against an ideal customer profile. Rules can enroll contacts in multi-step email sequences with AI-assisted research and personalized opening lines; email is sent through connected mailboxes, and replies stop follow-ups automatically. A built-in CRM timeline and deal pipeline track signals, messages, replies, tasks, and deal stages, with lead sync for HubSpot, Salesforce, and Pipedrive. The service offers a free Starter plan, paid monthly tiers, a public API and webhooks, and unmetered email sending; contact data and AI usage draw from monthly credits.Starting Price: $49/month -
6
Scalry
Scalry Inc
Scalry combines customer relationship management, marketing tools, sales outreach and AI agents in a cloud workspace for small businesses and sales teams. Users can manage contacts, companies and deals on a pipeline board, while email campaigns, calls, LinkedIn activity and agent actions are recorded on contact timelines. AI sales agents can enroll contacts, send follow-ups and update deal stages using configurable skills, schedules, guardrails and approval queues. The platform also provides AI voice agents, cold-email sequences, email and SMS marketing, landing pages, multi-step funnels with branching and split testing, appointment scheduling, social publishing and analytics. Funnel leads flow into the CRM with campaign tracking data. Plans use monthly credit allowances for AI features, with tools and capacity varying by subscription tier.Starting Price: $29/month -
7
CREBuilder
CREBuilder
CREBuilder is an all-in-one commercial real estate marketing and deal platform for brokers and small teams. Build branded offering memorandums, flyers, BOVs, teasers, and single-property websites using automated property data, financials, maps, demographics, and 155M+ property records across ten asset types. The built-in CRE CRM organizes contacts, companies, listings, deals, activities, and follow-ups. Buyer and tenant matching connects CRM contacts to relevant opportunities; visual pipelines track each deal; secure Deal Rooms centralize documents, access, and buyer engagement. Email Blasts let brokers reach CRM contacts or matched buyers with branded layouts, previews, drafts, send history, Mailchimp campaign drafting, broker-configured Amazon SES delivery, or provider-ready HTML. CREBuilder is web-based and includes a free Starter plan, live online training, documentation, videos, webinars, phone, email, help-desk, chat, and knowledge-base support.Starting Price: $89/month -
8
Claap
Claap
Claap automates sales busywork and ensures frameworks like MEDDIC, SPICED, and BANT are consistently applied, handling everything from meeting notes and CRM enrichment to deal reviews and coaching. Admin tasks are killing your Sales team. Claap saves Sales reps up to 30 minutes after each meeting. Automatically record & transcribe in 99 languages. Claap summarizes your calls with your own template. Send email follow-ups that clone your voice in 1 click. Claap keeps your CRM & deals in sync with auto-filling. Stop losing winnable deals. Claap analyzes your pipeline and helps you plan your next steps based on your sales playbook. Easily search your entire workspace to instantly find the insights you need. Receive monthly reports about the top objections & feature requests preventing you from winning more deals. Get all your deal reviews on autopilot and plan your next moves with our deal scorer.Starting Price: €24 per month -
9
Cavyro
CherryIT
Cavyro is an agentic CRM for teams who sell on Telegram. It mirrors your team's real Telegram accounts over MTProto, so every chat, group and channel becomes a contact or a deal with an owner, a stage, a timeline and a follow-up. Private chats stay excluded, and the full history is searchable. It is a full CRM underneath, not a prettier inbox: companies, contacts, deals, pipelines in column or list view, custom fields, meetings, Notion-style docs with live collaboration, an automation engine with 27 triggers and 12 actions, Telegram campaigns to contacts you already talk to with A/B tests and stop-on-reply, and eleven built-in reports including revenue forecast, deal funnel and response time. Over 120 CRM actions are exposed as tools on a hosted MCP server, so Claude, Cursor or any agent can create records, move deals, assign owners and pull reports. There is also a built-in AI assistant, an assistant bot inside Telegram, a REST API with an OpenAPI spec, and webhooks.Starting Price: $39/workspace/month -
10
SparrowCRM
SurveySparrow
SparrowCRM is an AI-native customer relationship management platform that helps sales teams manage contacts, track deals, and automate sales activities in one place. It combines contact and account management, visual sales pipelines, email sequences, lead routing, workflow automation, and reporting. AI scoring and automatic tagging help teams prioritize leads, monitor engagement, and identify deals that need attention. Its built-in AI assistant, Zulie, helps users find CRM information, summarize deals, prepare for meetings, and automate tasks. Conversation intelligence captures insights and action items from sales interactions to support timely follow-ups. With email and calendar integrations, customizable workflows, and centralized customer information, SparrowCRM helps growing teams reduce manual data entry, maintain pipeline visibility, and manage relationships from first contact to close.Starting Price: $19/month -
11
Nautis
Nautis
Nautis is an AI-native Startup Operating System that brings planning, fundraising, finance, sales, team operations, and daily execution into one connected workspace. Instead of forcing founders to manage dozens of disconnected tools, it combines 38 modules across six product categories, including business plans, SWOT analysis, GTM planning, task boards, pitch deck analysis, AI voice coaching, investor discovery, fundraising CRM, cap tables, financial projections, data rooms, invoices, expenses, e-signatures, lead management, forms, social planning, hiring, meetings, notes, contacts, and a credentials vault. Its AI Chief of Staff reads company documents, deals, real-time metrics, threads, pipeline, inbox, and calendar, then provides morning briefings, answers questions from real business context, and carries out multi-step workflows across modules. It can analyze a deck, rank matching investors, draft personalized introductions, assemble a data room, create CRM deals, etc.Starting Price: $49 per month -
12
WRKZY
WRKZY
WRKZY brings shared WhatsApp and email conversations, contact and company records, sales pipelines, catalogs and quotes, campaigns, tasks, and workflow automation into one governed workspace. Teams can assign conversations, preserve customer history across handoffs, connect commercial work to the underlying messages, and keep the next owner and action visible. It is designed for B2B sales, support, customer-success, and customer-operations teams. AI assists with summaries, drafts, and suggestions, while users review outputs and remain responsible for actions. Feature list Shared WhatsApp and email conversations Deals and configurable pipelines Quote creation and buyer-review workflow WhatsApp and email campaigns AI-assisted summaries Contact and company records Workflow automation Conversation status, priority, follow-up and SLA controls Product and service catalogue Team inboxes, ownership and routingStarting Price: ₹1,000/user/month -
13
managr
managr
Automate tedious workflows, boost rep productivity, and get real-time insights. Salespeople only spend 33% of their time selling, wasting valuable time doing manual tasks. Instantly log meetings via Slack right when a meeting ends, you’ll get a Slack form asking you how it went. Simply fill out the form and we’ll automatically update your CRM! Automate contact entry, don’t bother wasting time updating your meeting attendees as new contacts, managr does it for you. Rotting alerts when deals are stuck, inactive, or past due to close we’ll send you a reminder along with contact details. Meeting prep have an upcoming meeting, we got you covered with everything you need prior to the call. Update leadership managr will update leadership automatically on your behalf, so you can focus on selling. Enabling reps to be more productive, not get in your way. Simply sign up, connect your apps to managr, and start selling! -
14
Sybill
Sybill
Sybill is an AI-powered sales intelligence and automation platform that captures deal context and automates administrative work for revenue teams. The platform records information across sales calls, meetings, emails, Slack conversations, CRM records, documents, and connected applications to maintain an up-to-date understanding of each deal. Sybill automatically updates CRM fields after sales conversations and can generate follow-up emails, call summaries, meeting preparation materials, proposals, collateral, and other sales content. Sales representatives and leaders can ask questions in natural language about buyers, blockers, risks, pipeline health, coaching, and forecasting and receive answers with citations. Sybill learns from previous wins and losses to identify patterns in active opportunities and recommend actions such as where to focus, who to engage, when to multithread, and how to unblock a deal.Starting Price: $30/user/month -
15
Day AI
Day AI
Day.ai is an AI-native CRM platform that brings the voice of the customer into every business decision by automatically ingesting and structuring customer interactions from meetings, emails, calendars, and collaboration tools into a unified system that eliminates manual entry and guesswork. It combines a meeting assistant, CRM, and knowledge base into one solution that captures notes, action items, contacts, deals, and pipeline context in real time to provide a high-resolution, searchable record of customer relationships and sales activities across your tech stack. It uses advanced AI to summarize conversations, update CRM records, and surface insights that help teams understand why deals are progressing or stalling, while enabling natural-language queries and automated workflows that reduce admin burden and boost productivity. -
16
AutomateNexus CRM
AutomateNexus CRM
AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.Starting Price: $49/month -
17
NinjaPipe
NinjaPipe
NinjaPipe is an AI-powered CRM and sales automation platform designed to centralize and accelerate growth by giving businesses one unified workspace to manage leads, clients, communications, deals, tasks, and branded client portals. It combines automated pipeline management, deal tracking, contact consolidation, and customizable client portals to surface what’s next in the sales process while reducing manual coordination; users can share documents, chats, deals, and tasks with contacts through white-labeled portals, automate follow-ups, and keep all touchpoints tied to opportunities. The system emphasizes simplicity and visibility, offering inbox-style interfaces, real-time activity feeds, and integrated support ticketing, so teams can respond faster, maintain context, and reduce friction between sales, operations, and customer success. NinjaPipe also layers in growth-oriented automation, triggered actions, smart reminders, and workflow rules, to keep prospects.Starting Price: $49 per month -
18
CrucialCRM
Phenomena Technologies Inc
CrucialCRM is a cloud-based customer relationship management platform for small and midsize businesses, sales teams, agencies, and service providers. It combines contact and deal management with multi-pipeline Kanban boards, shared inboxes, email campaigns, social publishing, appointment booking, workflow automation, and reporting. Teams can track customer activity and follow-ups on contact timelines, coordinate conversations, schedule social content, create booking pages, and manage campaigns in one workspace. AVA, CrucialCRM’s AI assistant, supports lead research and qualification, outreach drafting, and CRM updates. The platform also connects with calendar services and social networks, and offers customizable workflows for routine sales and marketing tasks. -
19
Cobl
Cobl
Cobl is an AI deal assistant for sales teams that helps run every deal from first signal to signed contract. While a CRM tracks the pipeline, Cobl’s proactive agents understand where each deal stands, surface the next move, and do the work, including follow-ups, proposals, slide decks, security questionnaires, business cases, and complete RFP responses. It connects CRM data, emails, calls, files, and company knowledge so every asset is built from the actual deal, past wins, pricing rules, and the organization’s way of selling rather than from generic prompts. Cobl captures CRM updates, meetings, client questions, and deal strategy, then produces the right asset for the right stakeholder at the right moment. For RFPs, it can qualify opportunities, analyze requirements, compare offers, answer questionnaires, draft technical memos, build proposals, and keep the entire bid inside one workspace.Starting Price: €49 per month -
20
Ereca
Retransform
Ereca is a database tool for real estate firms containing their property and contact information alongside their employees, brokers and agencies. It enables payroll calculations across multiple offices and tax codes as well as deal tracking and calculating commissions due to brokers. ‘ERECA’ stands for Enterprise Real Estate Collaboration Application and was created by Retransform to bring together CRM (Customer or Contact Relationship Management) functionality with a DTS (Deal Tracking System) giving full visibility. It’s designed for large Brokers with employees, commission brokers and sub brokers working for them, supporting them to manage properties, people and payments from one place. Ereca manages large scale property data and can calculate complex commission payments easily. It provides a range of financial and audit reports based on the deals and payments and can forecast the revenue to be generated in the upcoming year. -
21
Twozo CRM
Twozo Technologies Private Limited
Tired of managing clients, organizations, deals, meetings, tasks, and conversation by switching between apps and websites. The main goal of the CRM is to manage all contacts, organizations in an organized manner and making it easy to track for a user. In Twozo CRM user can work effortlessly. Whether your business is a startup or a well-established company, size doesn't matter. We offer different types of plans to suit every business needs. Twozo CRM provides multiple options for a user, all while being user friendly. So, the user never needs to switch between tabs for all their communication purpose. No more forgetting Calls, meetings and losing deals, Twozo CRM's Activity reminds your upcoming event at right time without delays, so you won’t miss a beat. We also provide syncing options to sync all other external communication platforms. Just a tap, and everything is under one circle. This is just the tip of the iceberg, unleash the power of Twozo CRM today.Starting Price: $8/month -
22
Propovo
Propovo
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.Starting Price: $29/seat/month -
23
NerdCRM
Nerddevs
NerdCRM is a cloud CRM for small, phone-led sales teams in recruiting, education admissions, coaching, real estate, agencies and BPOs. It organizes contacts, companies, deals and sales pipelines, and records calls made through MicroSIP on Windows or Nerd Dial on Mac, linking recordings to matching contacts and deals by phone number. Teams can review daily call activity, manage follow-ups and payments, and use sales, account-manager and Smart Reports. WhatsApp template campaigns, a shared inbox, automatic opt-outs and email sequences connect outreach with CRM records. The optional AI Call Analysis add-on transcribes Bangla and English calls, scores six buying signals and suggests whether to qualify, nurture, call again or disqualify a lead. NerdCRM also supports CSV data import and export, Facebook Ads lead imports, webhooks and API access.Starting Price: $4/user/month -
24
SalesCrew
Hashlogics
SalesCrew is an AI-native CRM for agencies managing sales for clients and B2B teams handling inbound and email outbound. It combines lead and deal pipelines, contact data, multi-step outbound cadences, sender-pool management, a unified inbox, and marketing performance views. Each client workspace has its own database. Claude, ChatGPT, Cursor, or another MCP client can operate the CRM through tools that match actions in the app. Teams can configure agents in off, draft, review, or auto mode; route proposed actions through an approval queue; set sending limits; review an audit log; and stop agent activity with a kill switch. Audience suppression controls and channel-level cost-per-lead analysis help teams coordinate prospecting and pipeline activity with advertising and organic acquisition data.Starting Price: $299/month -
25
CRM.WebiShopi
TechBee IT & Designs LLC
CRM.WebiShopi is a web-based customer relationship management application for B2B sales teams. It organizes enquiries, customers, contacts, and sales opportunities in a shared workspace, with configurable pipelines displayed as a board or table. Teams can assign lead owners, set follow-up actions, track deadlines based on lead complexity, and record calls, visits, notes, and other activity. The application also provides team task requests, custom fields and roles, email notifications, dashboards for pipeline and team metrics, CSV customer import and export, and automations triggered by pipeline changes. It is intended for teams that manage enquiries and deals across sectors including trading, construction, real estate, healthcare, logistics, retail, and IT services. New workspaces can use the service free for the first year; paid plans are available per user with monthly or annual billing.Starting Price: $5/user/month -
26
alfred_
Knowledge Butler, Inc.
alfred_ is a cloud-based AI assistant for client-facing professionals. It connects work email and calendars to identify messages needing replies, track follow-ups, draft responses, and turn conversations into actionable tasks. Its web app brings email, calendar events, to-dos, notes, and routines into a personal workspace. alfred_ can help schedule meetings, prepare meeting briefs, and find details in client conversations. Users can interact through the web app, an iPhone app, text messages, Slack, or supported Claude and ChatGPT connectors. Integrations include Gmail, Microsoft Outlook, Google Calendar, Slack, Microsoft Teams, HubSpot, Salesforce, and other productivity, project, meeting, and customer-management tools. The product serves people managing client relationships and correspondence, including consultants, founders, and freelancers, with individual and team plans.Starting Price: $29.99/month -
27
HubSpot Agent Hub
HubSpot
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 -
28
Mass Axis CRM
Mass Axis
Mass Axis CRM is a cloud-based system designed for real estate wholesalers, real estate professionals, and growing businesses that need automation without the complexity or per-user fees. It includes unlimited users and contacts, customizable pipelines, workflow automation, a built-in deal analyzer, power dialer, SMS and email marketing, call recording, and voice notes. Teams can use real-time analytics, role-based permissions, Google Calendar sync, Outlook sync, Google Meet integration, Google Drive integration, task management, and in-pipeline alerts that notify users so deals don't go cold. Built for browser access, it helps organize leads, streamline follow-ups, and improve productivity without extra charges for additional users or contacts.Starting Price: $89 -
29
Upvise
Upvise
Organize your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly. For each opportunity, know which stage it is in, who worked on it, what happened so far, and how likely it is to close. Predict with accuracy what actual sales are going to look like next week, next month, and next quarter. Custom Sales Pipeline. Customize each stage of the sales cycle, adding as many or as few stages as you need, and its likelihood based on its stage. Gives you an instant report of the aggregate level of activity for each sales staff, from meetings, notes, phone calls, and even custom forms. Get alerts for deals that have not been updated for a pre-configured amount of time. Motivate your sales team by showing in real-time the commission they get on deals. Powerful dashboard gives you instant overview of upcoming Activity and key performance metrics of your staff.Starting Price: $12.00/month/user -
30
Streaml
Streaml
Streaml is an AI-powered outbound sales CRM that acts like a virtual employee, automating lead scraping, messaging, follow-ups, and deal-closing. Its five-step system covers the entire outbound process: scraping contacts, tracking LinkedIn signals, automating outreach, monitoring engagement, and closing deals. The platform personalizes B2B emails with human-like messaging adapted to each contact’s context and intent. Streaml also automates follow-ups, ensuring no opportunity is missed while providing detailed insights into open rates, replies, and scheduled meetings. Sales teams benefit from continuous, 24/7 prospecting, nurturing, and closing support. By replacing manual effort with AI-driven workflows, Streaml saves time, improves efficiency, and generates more qualified leads. -
31
Agent Teams
MB Skydis
Agent Teams is a hosted AI-agent workspace for solo founders and early-stage startups. Users can create a lead agent and specialist agents for product, growth, and operations, then coordinate work through shared tasks, files, and messages. Hosted agents can use persistent files and memory, browser access, tools, and schedules to handle ongoing work beyond a single browser session. The shared workspace lets users review agent conversations and activity and collaborate with invited colleagues. Agent Teams supports Hermes and OpenClaw workers, model and tool choices, and connectors for WhatsApp, Telegram, and Slack. Compatible AI clients, including Codex, Cursor, and Claude Code, can connect through supported reporting or MCP tools. The service is designed for startup teams coordinating AI-assisted product, growth, and operational work.Starting Price: $199/month -
32
TAXI
TAXI Independent A&R
Taxi's industry listings tell you exactly what decision-makers need right now. Pitch your music to major & independent record labels, music publishing companies, film & tv music supervisors, production music libraries, AD agencies, and video game companies. Taxi members sign major and indie record deals, publishing deals, and license their music for film and tv placements, tv commercials, movie trailers, and video games. Indie artists, songwriters, bands, and composers use taxi's expert feedback to help get them started, get great, and get signed! Taxi has been so successful that dozens of companies have tried to copy what we do. Sadly, many seem more interested in making a quick buck than acting with integrity and delivering what they promise. -
33
DealPotential
DealPotential
Deal sourcing and investment intelligence are designed for investment professionals operating in private markets so they can find, analyze & evaluate the next investment opportunity. Access granular data on 4+ million private companies, such as growth and market potential, competitive landscape, business model, funding history, risk factors, and much more. Market trends and insights into various industries, dynamics, peers, cost- and revenue trends. Our reports contain not only historical data but also predictive analytics and risk assessment. Investors' strategies, portfolios, and recent deals are updated daily, with contacts and deeper insights into the investment performance of 33,000+ institutional investors. We use natural language generation combined with AI and machine learning to get undiscovered insights and make the findings understandable for everyone, in seconds. Be promptly notified of upcoming rounds or relevant company developments.Starting Price: $997 per month -
34
Caspor AI
Caspor AI
Caspor AI is an AI-powered business intelligence and automation platform designed for marketing professionals and sales teams. It offers comprehensive CRM software with sales pipeline management, lead tracking, automated follow-ups, and AI-powered insights for every deal. The platform provides end-to-end business automation including CRM, Travel management, Estimating tools, and specialized AI Apps that help marketing teams boost visibility in Google, ChatGPT, and beyond. Caspor AI helps businesses manage their entire sales pipeline, track leads, automate follow-ups, manage contacts, and close more deals with intelligent insights. -
35
Reevo
Reevo
Reevo is an AI-native revenue platform that combines CRM, lead generation, sales engagement, and deal management into a single system designed to help teams grow revenue more efficiently. The platform enables businesses to find prospects, enrich contact data, manage outreach campaigns, schedule meetings, monitor deals, and automate sales activities without relying on multiple disconnected tools. Built on a native CRM foundation, Reevo captures sales interactions, customer signals, and account intelligence to provide teams with deeper context and actionable insights. Its AI-powered Copilot helps users analyze pipeline performance, assess deal health, identify next steps, and answer questions using data from across the revenue lifecycle. Reevo also automates administrative tasks such as CRM updates, task logging, follow-up recommendations, and sales workflow management. -
36
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. -
37
CRE Assets
CRE Assets
CRE Assets is a web-based commercial real estate investment management platform for sponsors, syndicators, fund managers and owner-operators. It brings deal preparation, investor relations, subscriptions, property information and distributions into one workflow. Sponsors can organize offerings and deal rooms, track prospects and commitments, collect subscription documents and e-signatures, record accreditation evidence, and calculate class-based waterfalls. A branded investor portal gives limited partners access to holdings, documents, distribution history and tax materials. The platform also includes fund and property management workspaces, deal-level accounting, reporting and AI-assisted underwriting. Investors and residents can use sponsor-provided portals through a responsive browser interface.Starting Price: $299/month -
38
Pipechat
Pipechat
Connect your CRM to WhatsApp Web to use template messages, add contacts and deals on the fly, and schedule your next activity. Close deals faster, and do everyday CRM actions directly within WhatsApp Web. Add contacts, deals, and activities without leaving WhatsApp Web. Save, reuse, and share common messages with your team. Easily save the most important messages as a note in your CRM. Works with all WhatsApp and WhatsApp Business numbers. Pipechat is only €5/month. It's even cheaper for yearly and multi-seat subscriptions.Starting Price: €5/month -
39
Fluid CRM
Fluid CRM
Fluid CRM is a visual, lightweight CRM built for solo founders, freelancers, and small B2B sales teams. It replaces messy spreadsheets and bloated enterprise CRMs with one clean pipeline view where you drag deals across stages and always see what needs to happen next. Core features: unlimited pipelines and contacts, visual drag-and-drop deal boards, follow-up reminders so no lead slips through the cracks, BCC email sync, embeddable lead capture forms, in-app automations, REST API with webhooks, and easy CSV import and export. Keyboard shortcuts and minimal clicks make 10-second tasks take 10 seconds, not 5 minutes. Setup takes about 5 minutes. No onboarding calls, no admin overhead, no upgrade traps. Every feature included in every plan. Fluid CRM is rated 5.0 on AppSumo and powers hundreds of small B2B pipelines. It has the structure of a CRM with the simplicity of a spreadsheetStarting Price: $16 -
40
KudosCRM
KudosCRM
KudosCRM is an AI-powered CRM designed to manage the entire customer journey in one platform—from lead capture and qualification to sales, delivery, invoicing, customer support, and growth. It combines contact management, sales pipelines, deal tracking, forecasting, quotes, e-signatures, project management, invoicing, support tickets, analytics, and workflow automation. KudosCRM helps sales teams capture and score leads, manage opportunities, automate follow-ups, forecast revenue, and track deals from a centralized customer record. Teams can create quotes, manage approvals, collect e-signatures, convert accepted quotes into orders, and streamline invoicing and delivery. Built-in AI features help users draft and reply to emails, rewrite and translate content, summarize customer records, extract information from documents, and add AI-powered actions to workflows. Its no-code workflow builder helps businesses automate repetitive processes and improve productivity.Starting Price: $9/year -
41
Vertex CRM
Vodlix
Vertex CRM is a cloud-based customer relationship and revenue operations platform for teams managing sales pipelines and recurring subscriptions. It combines contacts, companies, deals, workflows, marketing attribution, booking pages, communications, quotes, invoices and subscription billing in a shared workspace. Its AI assistant can draft sales orders, offers and subscriptions, schedule meetings, send messages and surface funnel or subscription insights, with actions presented for review and approval. Teams can manage subscriber plans, churn, retention offers and multi-tenant SaaS entitlements, and connect payments, calendars, messaging, email, accounting and advertising services. A REST API and webhooks provide access to CRM, billing and subscription records. Vertex CRM is aimed at sales, growth and billing teams at SaaS, OTT and streaming businesses.Starting Price: $19/month -
42
TidyRox
TIDYROX S.R.L.
TidyRox is a web-based workday and project-management app for freelancers, solopreneurs, duos and small teams. It brings task planning, client booking, time tracking and personal organization into one workspace. Teams can organize work using Kanban, Gantt and hierarchical boards, collaborate in real time, and add comments or attachments to tasks. Public booking pages let clients choose an available time without creating an account. Users can record billable time and export records, while notes, a My Day planner and habit tools support individual routines alongside team projects. AI-assisted task entry and subtask suggestions help users turn work into organized actions. TidyRox offers a free plan with limited boards and booking access, plus paid plans that add features such as time tracking, invoicing, exports, additional booking pages and team seats.Starting Price: $0 -
43
Argento CRM
Argento Solutions, LLC
Argento CRM is a cloud-based customer relationship management (CRM) application for small businesses and independent professionals. It organizes company and contact records, deal pipelines, tasks, projects and support tickets, with subtasks and email reminders. Teams can manage documents, maintain a knowledge base and communicate using built-in chat. Its Discover feature researches organizations and potential contacts using online sources, verifies contact details and adds leads to CRM records. The product also captures website form submissions and supports scheduled email campaigns sent from a user's mailbox, with open and click tracking. An included Model Context Protocol (MCP) server connects compatible AI assistants to CRM data, allowing users to search, summarize, create and update records within their permissions. Argento CRM combines customer relationship, sales pipeline, support and basic project-work functions in a browser-accessible service.Starting Price: 25 -
44
toflow.ai
toflow.ai
Toflow.ai is an AI-native multi-channel outreach platform that helps sales teams automate prospecting, lead enrichment, and outreach workflows through conversational AI. The platform allows users to build prospect lists, enrich contact information, and launch outreach campaigns across email, LinkedIn, and WhatsApp simply by chatting with AI assistants like Claude or Codex. toflow.ai combines prospecting, sequencing, inbox management, and CRM synchronization into one centralized system that reduces manual sales tasks and improves team productivity. The platform includes AI-powered prospecting, automated multichannel sequences, unified inbox management, and seamless integrations with Salesforce and HubSpot. Sales teams use toflow.ai to automate repetitive work such as list building, follow-ups, and CRM updates while focusing more on closing deals and building relationships.Starting Price: $59/month -
45
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. -
46
ExploreBit
ExploreBit
Analytics is run over a carefully curated database of ExploreBit. This helps us generate highly accurate numbers and trends. Run on-board, custom analytics to get trends and insights. Open Deals is an answer to Startups struggling to reach out to investors even when the investors had the same investment criterion and Investors investing in less opportune technology when the apt once was right next door. With Open Deals, ExploreBit is disrupting the way investment seekers and investors discover and connect with each other. We enable them to explore opportunities besides their personal and professional networks. Our custom analytics feature can be used to generate historical trends in startup funding. These charts can be customized to any industry, geography, and company size. We also allow users to select a custom date range to study past trends in order to forecast upcoming movements. The dashboard can be customized to look at an overview of this week, month, and year’s updates.Starting Price: $15 per month -
47
ClosedEasy
Laejri
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.Starting Price: $35/user/month -
48
ExecAtlas
Equilar
ExecAtlas empowers dealmakers, business development professionals, and sales teams with cutting-edge relationship intelligence. Tackle the crucial “last mile” challenge, equipping your team with the right information at the right time to win deals. Bridge the gap between data and actionable insights, putting relationships at the center of every deal. Identify “who-knows-who” by mining organization data, and syncing CRM activity with executive and board relationship maps to identify who can influence deals in your pipeline. Track executive and board member transitions, empowering you with real-time updates on key leadership changes within target accounts. Shorten sales cycles through access to key decision makers and influencers at target accounts and discover new business opportunities within your contacts’ network. Access over 2.5 million board member and executive profiles and 360+ million professional connections all on one platform. -
49
EverArk
EverArk
Get faster cemetery search results for any contact with Google-like results of all invoices, plots, work orders, deals, records, and activities linked to the contact history. Improved cemetery contact navigation to see sales history and account summary with drill-down details of plots, invoices, payments, products, work orders, and records. More cemeteries contact quicklinks to easily open the last viewed plots, invoices, and work orders, and/or drill into their logged notes, tasks, meetings, and activities. It is your first-ever comprehensive funeral solutions software that offers both plot and burial management along with an ecommerce site to sell plots online. It is accompanied by a celebration of life social platform for loved ones of the deceased to share memories and stories. EverArk serves as the mobile memorial garden that you can access anytime to cherish your loved one's memories.Starting Price: $12 per user per month -
50
Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data.
