Alternatives to Lightfield
Compare Lightfield alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Lightfield in 2026. Compare features, ratings, user reviews, pricing, and more from Lightfield 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
Close
Close
Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.Starting Price: $19/month -
3
Actively
Actively AI
Actively is an AI-powered go-to-market and revenue intelligence platform that helps sales teams identify opportunities, manage accounts, and accelerate revenue growth. The platform uses dedicated Per-Account Agents that continuously research prospects, monitor buying signals, and recommend actions throughout the customer lifecycle. Its Agent Inbox organizes prioritized opportunities, completed research, and prepared sales activities so representatives can focus on engaging customers. Actively's Assistant enables users to generate account briefings, personalized outreach emails, meeting preparation materials, and other sales assets through natural language requests. The Watchtower feature monitors sales pipelines to identify potential risks, stalled deals, and expansion opportunities before they become apparent through traditional reporting. With API integrations and Model Context Protocol support, Actively connects its AI agents to existing business applications. -
4
Attio
Attio
Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.Starting Price: $0 -
5
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 -
6
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. -
7
ZUUZ
ZUUZ
ZUUZ is an AI-powered revenue intelligence and sales automation platform designed to help B2B organizations capture leads, manage pipelines, and improve sales performance. The software analyzes sales emails, calls, meetings, and LinkedIn conversations to identify buying signals, qualify prospects, and uncover opportunities that may be missing from existing CRM systems. Its AI capabilities automate lead scoring, contact enrichment, follow-up preparation, meeting scheduling, and sales activity tracking. ZUUZ also monitors active deals, identifies stalled opportunities, and tracks customer renewals to help sales teams reduce revenue leakage. The platform integrates with popular CRM systems, including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Attio, and Pipedrive, as well as ConnectWise PSA. By combining conversational intelligence, automated CRM updates, and pipeline analytics, ZUUZ helps sales professionals reduce administrative work and focus on closing deals.Starting Price: $99/month -
8
Clarify
Clarify
Clarify is an autonomous CRM that automates pipeline creation, meeting administration, and CRM updates by auto-tracking emails, meetings, and other customer interactions; enriching prospect profiles with missing details; and turning interest into booked calls through smart, hands-free follow-up sequences. It prepares sellers for every meeting by summarizing past conversations, product usage, and insights; captures key call highlights in real time; and auto-generates CRM updates, next steps, and automated workflows without manual entry. Clarify also ingests product usage, emails, calls, and site activity to deliver unified data, no-code workflows that trigger record updates and follow-ups, and revenue-intelligence dashboards that surface performance metrics, early risk signals, and growth opportunities, all within a single web or macOS interface integrated with major sales and marketing tools.Starting Price: $20 per month -
9
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. -
10
Sentia+
Sentia AI
Sentia+ is an AI Operator that helps professionals and teams run work from one intelligent interface. Instead of switching between CRM, email, calendars, contacts, meeting tools, task managers, spreadsheets, research apps, and documents, users work through Sentia+ across connected tools. Sentia+ manages contacts and relationship history, organizes pipeline and opportunities, prioritizes email, prepares users for meetings, records and summarizes conversations, captures decisions, creates follow-ups, manages tasks, supports research, drafts content, improves CRM data quality, and coordinates workflows. It surfaces priorities, preserves context, reduces manual administration, and helps prevent missed actions. Unlike a dashboard or generic chatbot, Sentia+ is connected to accounts, data, and workflows. It helps users complete work, not just view information or receive answers, so they can operate with fewer tools, better follow-through, cleaner data, and more time for customers.Starting Price: $99/month -
11
Migaru
Migaru
Migaru is an AI-powered customer relationship management platform for sales teams and founders. It brings contacts, companies, opportunities, email, meetings, and sales activity into a shared workspace, where users can track relationships and manage deals. AI features can capture information from conversations, prepare meeting briefs, summarize interactions, suggest follow-ups, and help draft personalized outreach. Users can connect email and calendars, coordinate work through supported communication tools, and manage prospects through sales workflows. Migaru also offers a browser-based CRM workspace, automation and reporting features, and an API and Model Context Protocol (MCP) server for compatible assistants and external tools. It is designed for individuals and teams managing customer relationships and sales pipelines, from founders and small sales groups to larger organizations.Starting Price: $35/user/month -
12
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 -
13
Atrium
Atrium
Atrium is an AI-powered communication and relationship management platform designed to help users organize, understand, and nurture their professional network by combining an intelligent inbox with a personal CRM into a single system. It brings together email, contacts, and calendar data into one unified interface, where information is automatically enriched, grouped, and prioritized to surface the most important relationships and interactions. It acts like a “relationship studio,” using AI to triage incoming communications, filter out irrelevant messages, and provide contextual insights such as recent company updates, prior conversations, and relevant notes before meetings. It allows users to ask questions about their network, track relationship depth and growth, and access detailed profiles with historical interactions and key information. Atrium also automates follow-ups and reminders, helping users maintain consistent communication without manual effort. -
14
Salesflare
Salesflare
Salesflare is a B2B sales CRM for small and medium-sized businesses that keeps itself up to date automatically. It captures contacts, companies, emails, meetings and relationship data, so sales teams spend less time maintaining their CRM and more time following up with customers. Connect your email and calendar and Salesflare automatically builds complete customer timelines, enriches contact and company information, and gives your team the context it needs to manage relationships and opportunities effectively. Salesflare includes visual sales pipelines, automated follow-up reminders, email sequences, email and website tracking, lead scoring, relationship intelligence, customizable dashboards and mobile apps. Because Salesflare captures customer and relationship data automatically, its AI can work from richer and more up-to-date context. It can help write emails, summarize customer timelines, suggest follow-ups and prepare for meetings. Salesflare is especially suited to relStarting Price: $29/month/user -
15
Dovio
Dovio
Dovio is a cloud-based CRM for small businesses that combines contact, company and deal records with email and calendar synchronization, task tracking and sales pipelines. After users connect a Google or Microsoft account, Dovio can create contact and company records from email conversations and calendar meetings. Its meeting notetaker transcribes calls and prepares AI-generated summaries, suggested follow-up tasks and email drafts for review. Users can ask questions about CRM records and connected email, create custom data objects, and prepare, send and track contracts for electronic signatures. Dovio is accessed through a web application and supports team workspaces with shared customer records, activity histories and pipeline views.Starting Price: $19/seat/month -
16
Nutaan CRM
Tecosys
Nutaan CRM is an AI-first CRM platform designed to help businesses automate outreach, manage customer relationships, and scale marketing campaigns from a single unified workspace. The platform combines Email Marketing, WhatsApp Automation, Social Media Outreach, and Lead Management into one intelligent system. With Nutaan CRM, businesses can create and automate personalized email campaigns, build multi-step follow-up sequences, and track customer engagement in real time. It has the AI-powered capabilities to generate email templates, write outreach messages, and optimize communication workflows automatically.Starting Price: $11/month/user -
17
Redule
Redule
Redule is a multi-tenant, agentic AI CRM built on one idea: the follow-up should actually happen. Instead of a dashboard that waits for your team, Redule runs coordinated agentic AI — handling lead triage, qualification, follow-up, re-engagement, meeting booking and payment reminders — working every lead across WhatsApp, Instagram and Facebook, in the customer's own language, within seconds of arrival. A 3-tier approval system (agent toolkit → confidence engine → per-tenant policy) keeps every AI action safe, accurate and on-brand. Sector-aware pipelines, templates, AI brain and dashboards adapt the same engine to immigration, real estate, SaaS and more — no rebuild per industry. Ideal for agencies and SMBs that spend on ads but lose deals to slow, inconsistent follow-up. Redule turns speed-to-lead into a system, not a hope.Starting Price: $9 per month -
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
JRNY
BetterQA
JRNY is BetterQA's CRM built for service teams that can't afford to lose context between touches. Contacts, deal stages, messages, notes, and full activity history in one place, visible when you need them, not buried three clicks deep. What separates JRNY from generic CRMs? It monitors accounts for buying signals: job postings, funding, product launches, and scores opportunities from 0 to 100. The built-in reply assistant drafts follow-ups based on conversation history, not templates.Starting Price: €29 -
20
ZeaCRM
ZeaCRM
ZeaCRM is an AI-powered customer relationship management and business automation platform built to help businesses capture more leads, follow up on time, close deals faster, and build stronger customer relationships. Designed especially for small and mid-sized businesses, ZeaCRM brings lead management, sales pipelines, automated follow-ups, customer communication, AI-powered insights, and workflow automation together in one easy-to-use platform.Starting Price: ₹6999/month -
21
LeadMino
LeadMino
LeadMino is a modern lead management and sales automation platform designed to help businesses capture, organize, track, and convert leads more efficiently. It brings lead management, sales workflows, customer information, follow-ups, and team collaboration into one centralized platform. LeadMino helps sales teams reduce manual work, improve follow-up consistency, monitor their sales pipeline, and turn more opportunities into customers. With LeadMino, businesses can manage leads throughout the entire sales journey, keep customer information organized, track interactions and follow-ups, monitor sales activities, and gain better visibility into their pipeline. The platform is designed with a simple and user-friendly interface so teams can spend less time managing data and more time building customer relationships and closing deals.Starting Price: $12/user/month -
22
AiEngage CRM
AiTrillion
AiEngage CRM is a complete customer relationship management platform designed to help businesses capture leads, automate communication, and close more deals from a single dashboard. Whether you're managing inquiries from your website, Facebook Ads, Google Ads, WhatsApp, or phone calls, AiEngage CRM centralizes every customer interaction in one place. Businesses can automate WhatsApp messaging, email campaigns, follow-ups, appointment scheduling, lead assignment, and sales tracking to improve efficiency and customer experience. The platform includes features such as WhatsApp Business Automation, Shared Team Inbox, Built-in Calling & Recording, Email Automation, Lead Management, Sales Pipeline Tracking, Task Management, Reporting & Analytics, and Workflow Automation. -
23
Bloks
Bloks
The AI-powered productivity assistant. Put your notes, tasks, and meetings on autopilot. Get meeting summaries and to-dos from any conversation, whether it’s in-person or on Zoom, Meet, Teams, Slack, or Webex. Bloks automatically organizes what you capture and enhances it by showing any relevant emails, attachments, or events in your calendar. Know what needs to get done, when it’s due, and how to do it, or, get it done for you, with the power of AI. Bloks is the secret power-up you need to conquer anything that’s on your mind. Instantly get summaries and transcriptions from in-person meetings and video calls on Zoom, Microsoft Teams, Google Meet, Slack, or Webex. Bloks automatically organizes information by companies, contacts, topics, and events to give what you capture more context. Know what needs to get done, today, tomorrow, or in the future, with a high-level overview of everything on your plate. -
24
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 -
25
iSales CRM
IT IDOL Technologies
iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.Starting Price: $0 -
26
byecrm
byecrm
byecrm is a Telegram-first AI CRM for independent real estate agents. Instead of opening a separate CRM and filling in forms, an agent messages one Telegram chat to save a client, record property requirements and create a follow-up. byecrm keeps the client context available in the same conversation, can help surface relevant properties and makes the next action easier to remember. It is designed for agents who want useful CRM memory without adopting another daily admin workflow.Starting Price: $0 -
27
Briced
Briced
Briced is an AI-powered CRM and revenue operations platform that helps sales, partnerships, customer success, and recruitment teams manage relationships, opportunities, and workflows in one place. The platform combines customizable pipelines, contact and company management, activity tracking, email and calendar integrations, workflow automation, and AI assistance. Users can create and manage pipelines for sales, partnerships, hiring, customer onboarding, and other business processes using kanban and table views. Briced automatically syncs emails, meetings, and interactions from Google Workspace and Microsoft 365, providing a complete history of customer engagement. Its AI analyzes conversations, emails, meetings, and activities to summarize interactions, identify next steps, update pipeline stages, and surface insights that help teams prioritize work and close opportunities faster.Starting Price: $39/month/seat -
28
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 -
29
dronelist
build/ship
dronelist.io is an AI-powered CRM for commercial drone operators. Clients, contacts, opportunities, and tasks live on one board. Agents work from the same records. They research the client, draft the follow-up and prep the site. Pricing book is built in. Set your services, hours, and rates once. Every quote pulls from that list and adds drive time, gear, and overhead, so you see the margin before the client sees the price. Send the quote as a link. The client opens it, picks add-ons and accepts. When the job is done, log the hours. You see the real hourly rate and which clients are worth keeping. Fleet, batteries, and license renewals sit next to the clients they serve.Starting Price: $20/month -
30
KIWI
nammu
KIWI is a browser-based AI workspace for freelancers, independent professionals, and small businesses. It combines geographic lead discovery and a client CRM with tools for sales follow-ups, quotes and invoices, email and calendar, projects and tasks, documents, spreadsheets, landing pages, social publishing, and video creation. Its assistant and specialist agents use workspace context to prepare prospect research, messages, quotes, invoices, posts, and other business tasks. Users review and approve actions before outbound messages are sent, content is published, or billing actions are completed. The workspace also includes brand guidelines and the Aukimi creative suite. A free plan provides basic workspace access, while Premium adds more AI credits, storage, and specialist tools; users can manage multiple businesses and their separate brands and records in one account.Starting Price: $35/month -
31
Atlas
Atlas
Atlas is an all-in-one recruitment platform built from the ground up with generative AI to serve as both an applicant-tracking system and customer-relationship management tool tailored for agency and executive search workflows. It automatically captures and enriches candidate data, parsing resumes from inboxes, extracting and syncing every email, call, or note, and storing salary mentions, company history, seniority, industry, and other metadata for easy search and filtering. Integrations (via browser extension, email, phone, calendar, and video-call tools) let recruiters source candidates from anywhere, import their information with a click, then instantly enrich and sync records. Atlas’s “agentic AI” constantly trains on your company’s collective memory, emails, interviews, notes, interactions, enabling features like auto-generated candidate summaries, AI-driven candidate and job matching, intelligent filtering, and “CandidateGPT” search across the entire database. -
32
SoftSync
SoftSync AI Inc.
SoftSync is an all-in-one AI CRM without the data entry. It captures notes from every call without a bot, and brings your sales work together in one place: booking pages, a note taker, email and SMS, proposals and e-signature, forms, client pages, reports and a lead database. It also includes a Chrome extension and a web chat widget. SoftSync is a CRM an AI assistant can actually run. Its MCP server lets Claude, ChatGPT and other assistants create customers, move deals and send email, within your role's permissions. Autopilot runs routine work you describe in plain words. Plans: Pro $29/seat/month billed yearly ($39 monthly, up to 5 members), Business $59/seat/month yearly ($79 monthly, up to 25 members), Enterprise custom. Every plan has the same features, including AI, MCP, API and the desktop meeting recorder. Launched May 2026. Profitable and bootstrapped, with 500+ paying customers and six-figure MRR within 6 months, up 60% in October alone.Starting Price: $29 USD -
33
Greg
Greg Inc.
Greg is an AI executive assistant for Zoom, Meet, Teams and in-person meetings—prep, notes, debriefs, Slack, and email follow-ups, not just a notetaker. Greg is your AI executive assistant. He joins Zoom, Google Meet, and Teams (or records in person), captures decisions and action items, briefs you before the next call, debriefs by phone or voice note, and follows through in Slack and email—so commitments don't die in the transcript. Greg is an AI executive assistant for people who live in back-to-back meetings. He joins Zoom, Google Meet, and Microsoft Teams as a visible participant, or works from in-person recordings, so you can stay in the conversation while he captures what was decided, who owns what, and what still needs a follow-up. Before the next call, Greg can brief you by phone or voice — who you are meeting, where you left things, and what needs attention. During the meeting you can ask him for context (“What did we promise them last time?”).Starting Price: $97/month; 14-day trial; Solo -
34
Marloo
Marloo
Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.Starting Price: $99 per month -
35
Expedify
Expedify
Expedify is an AI-powered, agentic CRM designed to transform how businesses manage customer relationships. Unlike traditional CRMs, Expedify thinks, talks, and acts to deliver real-time insights, automated communications, and seamless decision-making. Key Features: - AI-Powered Automation: Predicts customer behavior, sends personalized messages, and automates workflows. - 2-Way Multichannel Communication: Enables interactive engagement—in channels like WhatsApp—without third-party tools. - Automated Follow-Ups & Journeys: Personalizes communication and manages leads from first contact to sale. - Predictive Analytics: Uses AI to forecast customer actions and drive smarter sales and marketing decisions.Starting Price: $25/month -
36
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 -
37
AssistantLabs
AssistantLabs
AssistantLabs is a cloud-based AI business assistant that helps small and midsize businesses coordinate customer interactions and routine operations through a conversational interface. It brings messaging across WhatsApp, Instagram, Messenger, website chat, email, SMS and phone together with sales follow-up, marketing campaigns, helpdesk workflows, bookings, invoices and payment reminders. Its CRM can be updated and queried in chat, while AI models including Claude, ChatGPT and Gemini support assistant tasks. AssistantLabs also connects with ecommerce platforms, calendars, payment services and accounting tools so teams can manage customer-facing work from one service. Businesses can use it to automate everyday communication and sales and service tasks across connected channels; onboarding assistance is available through a setup meeting.Starting Price: $19/month -
38
LocalTry
LocalTry
LocalTry is a web-based business operating system built for service organizations. Its CRM connects to jobs, scheduling, estimates, invoices, documents, customer portals, reviews, marketing analytics, email campaigns, social publishing, AI agents, and automated workflows. The Workspace Builder lets a business add custom modules, fields, and views without replacing the connected customer system. Teams can manage lead follow-up, delivery work, customer communication, and reporting from one current record. LocalTry runs on Cloudflare Workers and provides plan-based browser access.Starting Price: $59/month -
39
CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
40
CustomerFlows
Keilani Media Group
CustomerFlows is an AI-powered CRM for lead-driven businesses, including home services and tour operators. It provides a view of the customer journey from first click to paid invoice, combining lead capture, contact records, pipeline tracking, and marketing attribution. Its AI Lead Qualifier engages prospects around the clock, while a provider-independent unified inbox brings web chat, WhatsApp, and email conversations together. The platform tracks lead sources and feeds closed-revenue conversion data back to Google and Meta. Plans include flat monthly pricing, unlimited contacts, and no per-seat fees. CustomerFlows helps small teams qualify incoming prospects, organize follow-up, and see which marketing campaigns lead to booked work or paid revenue.Starting Price: $49/month -
41
Marrova
Marrova
Marrova is an AI CRM for agencies managing multiple local-service-business clients. It brings client workspaces, lead tracking, conversations, follow-up, approvals, campaigns, automations and reporting into one web app. AI assistants can help with prospect research, follow-up drafts, review responses, content planning and performance summaries, with people reviewing work before it is sent.Starting Price: $99/month -
42
TracktCRM
TracktCRM
TracktCRM is an AI-powered CRM software designed to help businesses manage leads, sales pipelines, customer conversations, and follow-ups from one platform. Capture leads from multiple channels, automate responses through WhatsApp, email, and SMS, and keep your sales team organized with powerful pipeline management and reporting tools. -
43
Convarza AI
Pronnel Technology
Convarza AI is a cloud CRM for managing customer conversations across chat, email, and business calls. Teams can manage leads and contacts, review conversation histories, and assign conversations. Features include AI voice agents and chatbots, call flows, shared inboxes, workflow automation, campaigns, and staff follow-up. Agents can use a knowledge base, transfer conversations to a team member, and book appointments. Channels include WhatsApp, Instagram, Facebook Messenger, Telegram, Viber, LINE, SMS, email, and web chat; voice connections can use Twilio, Maqsam, or SIP. Teams can configure channels and calling workflows, connect interactions with contact records and tasks, and automate outreach in the same workspace. It is designed for sales, customer-service, and other customer-facing teams that need to organize multichannel interactions, qualify leads, and schedule appointments.Starting Price: $39/month/user -
44
QuotesForge
QuotesForge
QuotesForge is a cloud CRM and estimating platform for specialty contractors and home-service businesses, including roofing, HVAC, plumbing, electrical, landscaping, painting, and remodeling. It helps contractors manage leads in a visual pipeline and create itemized estimates with labor, materials, and pricing from Turbo Quote, reusable templates, and a price book. Contractors can send proposals by text or email for customers to review, approve, sign electronically, and customize with project add-ons. Accepted estimates convert into invoices with card and ACH payment options; Stripe payments are included in the Pro plan. The platform also supports job scheduling, crew assignments, automated follow-ups, and invoice-balance tracking. Its AI Daily Plan prioritizes follow-ups, unpaid invoices, at-risk leads, and upcoming jobs. QuotesForge brings lead management, estimating, customer approvals, scheduling, invoicing, and payment tracking together for solo contractors and service teams.Starting Price: $49/month -
45
AI-BDR
BCS Digital
AI-BDR is building a connected workspace for B2B sales development. Features include "Account Watcher", "My Day", "Interpreter" and "Multi-email" architecture — with common actions available in a click. Sales teams often work across separate tools for CRM, account research, company monitoring, contact discovery, outreach, replies and follow-ups. AI-BDR brings these workflows together so users can spend less time checking systems and more time acting on relevant opportunities. "Account Watcher" AI-BDR starts where a traditional CRM stops. Instead of simply storing accounts and contacts, "Account Watcher" keeps watching the companies that matter — detecting relevant changes and turning them into sales signals. Those signals flow into "My Day" — the daily execution layer that brings together what needs attention now: account changes, replies, follow-ups, tasks and opportunities. Then there is "Interpreter" — an approval-controlled communication assistant that understands tStarting Price: Free -
46
Tommos
Tommos
Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows. -
47
Quill Meetings
Quill Meetings
Quill Meetings is an AI-powered meeting assistant designed to turn conversations into actionable outcomes by capturing, organizing, and executing everything discussed during meetings within a single, privacy-focused system. It operates as a desktop-based “AI Chief of Staff” that records conversations, transcribes them accurately, and extracts key insights such as decisions, action items, and blockers in real time, allowing users to stay fully engaged without taking notes. Unlike traditional note-taking tools, Quill goes beyond transcription by analyzing meeting context across multiple sessions, enabling features like cross-meeting search, meeting preparation, and intelligent suggestions based on past conversations. It can recall what was discussed previously, highlight relevant topics, and recommend follow-ups or next steps, helping users maintain continuity in ongoing work and relationships.Starting Price: Free -
48
kōdlo
Reinode Software
kōdlo is an end-to-end AI sales workspace with unified context. Research, outreach, pipeline and sales documents live in one place, and one AI agent works from all of it. Find prospects that fit your ICP, get a cited research brief on every account and draft LinkedIn or email outreach in your own tone of voice. The agent sees contacts, past conversations, call notes and your documents. Open any lead, ask "what should I do next?" and get an answer grounded in real context. kōdlo doesn't replace salespeople. It scales what one person or a small team can do and becomes your company's sales memory. Features: ICP Builder and lead discovery, deep research briefs, personalized outreach, Knowledge Hub with OCR, deck and proposal generation, scheduled jobs, call note taker, inbound tickets, MCP server and Telegram access. Free plan with no credit card and no time limit.Starting Price: $49/month -
49
nudge
nudge
nudge is an AI-powered follow-through platform designed for founder-led sales teams and small businesses that want the discipline of a CRM without the complexity, administrative overhead, or bloated workflows. The platform transforms meeting transcripts, customer notes, emails, and call recordings into organized customer pages, actionable task lists, and AI-generated follow-up workflows that help sales teams consistently close deals through better follow-through. By automatically extracting next steps, commitments, due dates, and action items from conversations and notes, nudge ensures no important follow-up slips through the cracks. The platform integrates with tools like Granola, Google Meet, Google Drive, Gmail, and Fireflies to automatically organize customer conversations and generate AI-powered follow-up email drafts, meeting preparation summaries, and unified task management across every account.Starting Price: $15/month -
50
note1
note1.ai
note1 is an AI meeting assistant that helps participants stay engaged in conversations while capturing what was discussed, decided, and assigned as a next step. It records and transcribes meetings, then creates summaries, decisions, and follow-up actions that users can review afterward. Users can ask questions about their meeting notes to find details and revisit the discussion. The product supports meetings on platforms such as Google Meet, Zoom, and Microsoft Teams, and provides a Mac app alongside its web workspace. Teams and business professionals can use note1 to keep a searchable record of conversations, confirm decisions, and track follow-up work without relying on handwritten notes. The transcript, recap, and action list provide a reference after the call, making it easier for participants to check context and prepare follow-up work. note1 can connect with calendar and communication tools as part of a team's meeting workflow.Starting Price: $16/seat/month
