Alternatives to Puffly

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

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    CRMlead

    CRMlead

    Quantum Liquid

    CRMlead is a cloud-based CRM for small businesses, independent professionals, and sales teams. It organizes contacts and sales opportunities in a visual pipeline and structures daily work around dated follow-up actions, with lists for overdue, today, and upcoming tasks. Users can log calls and meetings, manage a call queue and email sequences, capture leads through website forms, provide booking pages, and review sales activity. CRMlead connects Gmail, Microsoft 365, or IMAP accounts to associate messages with leads. The service includes simple automations, AI-assisted next-action suggestions and reply drafts for user review, sales statistics, and team collaboration. Users can import data from spreadsheets and supported CRM exports and bring contacts in from Scanlead. It is available as a web application and iOS and Android apps. A free plan supports up to 50 leads; paid tiers are available, with Pro+ supporting up to five users.
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    Vastu CRM

    Vastu CRM

    Abeyaantrix Technology

    Vastu CRM is a cloud-based real estate sales CRM for builders, property developers, brokers, and channel partners. It brings buyer inquiries from advertising portals, social campaigns, website forms, WhatsApp, and email into a lead pipeline, where teams can assign owners, schedule follow-ups, log calls and site visits, and track deals. Builders can organize projects, towers, and unit-level inventory, prepare cost sheets, manage bookings and payment plans, and follow collections through demand letters and reminders. Brokers can manage property listings, builder relationships, buyer interests, and deal progress. The platform also supports WhatsApp and email campaigns and automated follow-up sequences, sales reports, and mobile access through its iOS and Android apps. It is designed to support real estate sales workflows from initial inquiry through booking, payment collection, and possession.
    5.0 out of 5 stars 1 Rating for Vastu CRM
    Starting Price: ₹599/user/month
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    Reaxo

    Reaxo

    REAXO

    Reaxo is a customer relationship management and marketing automation platform for appointment-based businesses, including clinics, fitness and wellness studios, beauty and spa businesses, law firms, and real estate agencies. It combines lead capture, customer records, sales pipelines, automated follow-up, chatbot responses, booking flows, appointment reminders, and lead-source reporting. Teams can use the CRM access package independently or choose vendor-assisted configuration for their niche and workflows; a higher-touch package also includes advertising campaign management. Reaxo helps teams track inquiries from first contact through booking and client engagement, coordinate follow-up across marketing and sales, and monitor lead sources and conversion. The platform supports workflows for independent operators and multi-location businesses.
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    flystern

    flystern

    flystern

    flystern is a cloud-based AI platform and travel CRM for travel agencies. It helps teams respond to traveler inquiries, capture conversations as leads, and manage opportunities through a sales pipeline from initial contact to quotes and bookings. The platform brings customer conversations and lead follow-up into a shared workflow, helping agency staff organize inquiries, track sales activity, and maintain more consistent communication with prospective travelers. It is designed for travel agencies seeking to manage sales conversations and booking-related follow-up in one online workspace. Teams can coordinate follow-up while keeping lead progress visible.
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    NordicCRM

    NordicCRM

    Silahub Technologies

    NordicCRM is a cloud-based customer relationship management and marketing automation platform for Canadian service businesses, agencies, consultants, and small sales teams. It brings contact records, lead capture, shared conversations, sales pipelines, booking calendars, forms, landing pages, websites, email and SMS campaigns, and workflow automation into one workspace. Teams can assign leads, track opportunities and next steps, schedule appointments, send follow-up reminders, and manage customer activity. The platform also includes review-request and reputation workflows, reporting, and tools for organizing marketing campaigns. NordicCRM offers CAD-billed plans, guided onboarding, migration support, training, and implementation assistance. Availability and limits for communication, AI, and third-party services depend on plan and configuration.
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    Stacks

    Stacks

    Vantage Technologies, LLC

    Stacks is a hosted CRM and business workspace that brings customer records, sales pipelines, follow-up tasks, email campaigns, review requests, invoicing, appointment booking, support tickets and time tracking into one service. Shared customer records and activity history help solo operators, freelancers and small teams manage leads, sales, billing, bookings and customer support together. Users can maintain contacts and deals, create marketing emails, request feedback, issue estimates and invoices, publish availability, manage tickets, and track tasks and billable time. The core plan includes all seven modules for $0 per month with unlimited users and contacts. Free includes 50 one-time AI credits; an optional paid plan extends AI access. Businesses can connect their own Stripe account for payments and supported email providers for delivery. A REST API and MCP endpoint allow scoped access for software integrations.
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    TheBigBot

    TheBigBot

    TheBigBot

    TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.
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    LaiaDesk

    LaiaDesk

    LaiaDesk

    LaiaDesk is a cloud-based CRM and business workspace for B2B sales, service, and industrial teams. It brings customer records and sales pipelines together with shared messaging, web chat, WhatsApp, email, calendars, meeting booking, and team workflows. AI agents can help research prospective customers, draft and organize replies, summarize conversations and meetings, and prepare quotes from company catalogs for staff review. Teams can also manage projects, tasks, campaigns, customer follow-ups, and invoicing alongside sales activity. The platform is designed for businesses that manufacture, distribute, install, or provide customer-facing services, including construction, renovation, real estate, and field-service organizations. By connecting customer communications with sales and post-sale work, LaiaDesk supports the handling of inquiries, opportunities, appointments, proposals, and ongoing jobs in one shared system.
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    Zayda CRM

    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.
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    Superlane

    Superlane

    Growth Escalators

    Superlane is a cloud CRM for teams managing leads and customer conversations through WhatsApp, email, websites and ads. It combines contacts, lead capture, sales pipelines, follow-up tasks, workflow automation and GST invoicing in one workspace. Teams can assign inquiries, track lead sources, organize deals by stage and keep communication history with customer records. A shared inbox connects a business WhatsApp number with Gmail or Outlook. Superlane also supports website lead intake, CSV imports, Meta lead forms and Google Calendar syncing. ChatGPT and Claude connections can query sales records and prepare customer-message drafts for approval; access is rolling out to workspaces in stages. Growth Escalators is onboarding teams through a waitlist, starting in Jaipur. Guided setup and a 14-day free trial are available, with billing in Indian rupees and GST invoices.
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    Revora Growth Systems

    Revora Growth Systems

    Revora Growth Systems

    Revora Growth Systems is a hosted business growth platform combining an AI-assisted website builder with lead capture, quote requests, online booking, CRM, automated follow-up, review requests and analytics. Businesses provide details about services, pricing, hours and service areas; Revora drafts website pages and search metadata for owner review before publication. Enquiries from calls, forms, quotes and bookings are organized in a lead pipeline so teams can track prospects and trigger follow-up workflows. The platform supports domain connection and hosting, and reports traffic, leads, bookings and conversion by source. It is aimed at local and service-based businesses, including trades, salons and other small businesses that want to manage their online presence and customer acquisition in one workspace. Customers can connect an existing website for traffic reporting after installing Revora's tracking snippet.
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    CrucialCRM

    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.
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    Ledgo CRM
    Ledgo CRM is a cloud-based customer relationship management platform for small and growing sales teams handling inquiries over WhatsApp, phone and online channels. WhatsApp Business, website chat, web forms and other supported channels feed a shared team inbox, where conversations can be assigned and converted into leads with owners and follow-up tasks. Teams manage contacts and deals on configurable pipeline boards, review follow-up lists, log calls and visits, and schedule appointments. The product supports product catalogs, tax-aware quotes, online customer acceptance, invoices, part-payment tracking and overdue balances. Reports provide sales and invoice information, while user roles and activity history help teams coordinate work. Ledgo includes a browser-based workspace, an Android app, REST API, webhooks and an MCP connection. It serves businesses with small or mid-sized teams selling services, goods or appointments.
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    CRM.WebiShopi

    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.
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    Moshtariat CRM

    Moshtariat CRM

    Moshtariat

    Moshtariat CRM is a cloud-based customer relationship management tool for organizing sales leads and tracking deals through a visual, Kanban-style pipeline. It includes configurable deal stages, lead qualification, follow-up reminders, team collaboration, an activity timeline and custom fields to support day-to-day prospect and sales activity. Designed for small and medium businesses, B2B sales teams, growth agencies and real estate agencies, it gives users a visual view of opportunities and their progress through the sales process. WordPress integration and REST API support extend the product's connectivity with websites and other systems. Teams can use Moshtariat CRM to keep customer and opportunity information together, coordinate follow-up and review recent activity across their sales pipeline.
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    Joinways

    Joinways

    Joinways

    Joinways is a CRM built for event venues that helps teams manage inquiries, quotes, planning, clients, and reports without repetitive data entry. It automatically extracts event details from emails, web forms, marketplaces, and messaging channels, then structures information such as contact details, dates, hours, guest count, budget, event type, and requirements. The platform gives venue teams one shared source of truth so inquiry data, quote status, follow-ups, signatures, and planning details stay current across the business. Joinways prepares quotes, reminders, confirmations, function sheets, and follow-ups while letting the team review and approve what gets sent. It includes a visual planner for managing confirmed, optioned, and available dates by week, month, room, or venue. With integrations for tools such as Gmail, Outlook, calendars, Teams, WhatsApp, Slack, Stripe, SignatureAPI, and OpenAI, Joinways helps venues move from inquiry to confirmation with less manual work.
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    Marrova

    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.
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    Salesgem

    Salesgem

    Salesgem

    Salesgem is a customer relationship and lead-management platform for small-business sales teams and agencies. It collects leads from Facebook and Instagram, WhatsApp, website forms, and Google Sheets, then organizes them in a shared workspace. Teams can assign leads to representatives, track opportunities through sales pipeline stages, schedule follow-ups, and keep notes and activity history with each record. WhatsApp conversations can be handled alongside lead records, while task queues and notifications help teams coordinate responses and handoffs. Reporting tools show lead sources, pipeline progress, and team activity. Salesgem also provides mobile apps for iOS and Android, with features including push notifications and one-tap calling. The product is aimed at businesses with inquiry-driven sales processes, including real estate firms, clinics, training providers, auto dealerships, and marketing agencies managing client leads.
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    SeamMagnet

    SeamMagnet

    SKYFALL Labs

    SeamMagnet is a lead generation and outreach platform for small teams, agencies, and solo founders running B2B outbound. It combines local-business and contact search with a built-in sales pipeline, so users can find prospects, tag and assign records, and track leads from first contact through close. Teams can import and export lead lists in CSV or XLSX format, run email outreach campaigns, and use A/B testing to compare campaign variants. LinkedIn connectivity provides additional context about prospects. Growth and Agency plans include webhooks and a public API for connecting workflows, round-robin lead auto-assignment for distributing leads, and booking pages with calendar sync. Users can manage prospect discovery, outreach, follow-up, and booked conversations in one workflow.
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    QuotesForge

    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.
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    CloudGain

    CloudGain

    CloudGain

    CloudGain is an AI-powered healthcare growth platform and operating system designed to help private practices attract more patients, convert more inquiries, and strengthen their digital presence. Its AI Agent captures patient inquiries across calls, texts, emails, website chats, and social messages, responds instantly, qualifies leads, and books appointments automatically so opportunities are not lost outside business hours. A unified inbox consolidates conversations, while dashboards give practices visibility into leads, follow-up activity, and pipeline performance. CloudGain also includes Google Business AI for converting local search traffic, Ultra Social AI for handling Facebook and Instagram engagement, Voice AI for answering patient calls, and reputation tools that automate review collection and responses. Its Premium SEO and AI Search capabilities help practices appear in traditional search engines as well as AI-powered discovery experiences.
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    LeadMino

    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.
    Leader badge
    4.9 out of 5 stars 12 Ratings for LeadMino
    Starting Price: $12/user/month
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    CRMSix

    CRMSix

    CRMSix

    CRMSix is a cloud-based CRM that combines customer support and sales workflows in one workspace. Support teams can manage cases, live chat, customer conversations, and knowledge-base content, while sales teams track contacts, leads, pipeline stages, quotes, invoices, and forecasts. Shared customer records bring service history and sales activity together, and configurable workflows help automate routine routing and follow-ups. The platform includes AI assistants, reporting, role-based access controls, and audit logs. It is intended for organizations whose customer-facing teams need a shared system for handling inquiries, tracking opportunities, and coordinating ongoing customer relationships. Administrators can use the documented API and Model Context Protocol (MCP) support to connect workflows and external tools.
    5.0 out of 5 stars 1 Rating for CRMSix
    Starting Price: $12/user/month
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    LevelUp Demo

    LevelUp Demo

    LevelUp Demo

    LevelUp Demo is built for SaaS teams that want a simple system to manage demo requests and follow-ups. It centralizes inbound inquiries, tracks progress through a clear pipeline (requested → booked → completed → next step), and helps teams stay consistent with follow-ups and outcomes without relying on a complex CRM.
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    HeyGrowfy

    HeyGrowfy

    Cerevora Technologies

    HeyGrowfy is a web-based AI sales assistant for businesses that manage inquiries and sales on WhatsApp. It connects to a business number through the WhatsApp Business Platform, answers leads using business-provided product, pricing and policy information, and follows up until they purchase or opt out. The service organizes conversations by buying intent, alerts staff when a prospect appears ready to buy, and prepares follow-up messages. Teams can review conversations and take over chats. HeyGrowfy also captures leads from website forms, walk-ins and QR codes, and lists connections with Google Sheets, Zoho CRM and Shopify. Its stated use cases include clinics, salons, gyms, retail, real estate and coaching businesses. A free plan provides lead organization and Growfy training; active WhatsApp replies and follow-ups require a connected WhatsApp account and messaging credits.
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    Paxom

    Paxom

    Paxom

    Paxom is a software platform for local businesses that combines AI call answering, lead management, and optional managed marketing services. Its AI can answer incoming calls when a team cannot pick up, ask what the caller needs, and capture details for follow-up. Lead records keep contact information, notes, tasks, ownership, and activity history together so teams can organize inquiries and decide what to do next. Industry-specific products serve local services, restaurants, medical practices, multifamily leasing, barbershops, and law firms, with features tailored to each type of business. Bistroo handles restaurant calls and reservation inquiries, while Casr helps law firms capture prospective-client inquiries. Paxom Managed provides hands-on help with Google and Meta ads, local SEO, and follow-up.
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    KudosCRM

    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.
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    Veyra

    Veyra

    JMSystems

    Veyra is an AI sales development representative (SDR) platform for businesses using outbound sales to reach business and consumer markets. It continuously scans company websites, directories and market signals to find businesses that match a team’s ideal customer profile, scores potential buyers for fit, intent and reachability, and verifies contact details before outreach. Users define their messaging voice and sales playbook; Veyra drafts and sends personalized email and WhatsApp messages, schedules follow-ups, and stops sequences when a prospect replies. It classifies responses and can turn interested replies into calendar meetings. The platform includes lead capture forms, inbox warm-up and domain health checks, pipeline analytics, booking pages and review controls. It supports prospecting across industries, with custom integrations available for CRM, ERP, reporting and team communication systems.
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    GateKeeperAI

    GateKeeperAI

    VerdictIQ

    GateKeeperAI combines a customer relationship management (CRM) system with an optional AI phone receptionist for service businesses. The CRM brings contacts and leads from web forms, website chat, Facebook and Instagram lead ads, and phone calls into a shared pipeline, with tasks and appointment scheduling. On the AI Receptionist plan, an AI answers incoming calls, asks business-defined intake questions, books appointments or transfers callers to staff during business hours, and records call details and transcripts in the CRM. Teams can also connect calendars and email, receive lead alerts, and access CRM workflows through ChatGPT or Claude. Plans serve home services, legal practices, real estate, tax offices, restaurants, and medical scheduling teams that need to organize incoming inquiries and follow up. The CRM is available separately from the AI receptionist, which includes 500 call minutes per month.
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    Growki

    Growki

    Growki

    Growki is an AI-powered customer engagement and CRM platform that helps businesses manage WhatsApp enquiries, leads, teams, follow-ups, and customer conversations from one shared workspace. Growki combines a shared team inbox, contact and lead management, sales pipeline tracking, conversation assignment, broadcasts, scheduled messaging, analytics, integrations, and AI-powered assistance. Its AI agents can help qualify leads, support follow-ups, prepare proposals, reactivate stalled opportunities, manage appointments, assist with collections, and improve revenue operations using shared customer and CRM context. Growki is designed to help businesses respond faster, organize customer communication, improve team collaboration, and convert more conversations into business opportunities.
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    Searcher OS

    Searcher OS

    Searcher OS

    Searcher OS is a web-based deal-sourcing and acquisition workflow platform for entrepreneurs, search funds, independent sponsors and small private-equity teams buying small businesses. It collects business-for-sale listings from marketplaces and broker sites in a feed and matches opportunities to a buyer's criteria. Users can manage deals, broker conversations and tasks in a pipeline; review confidential information memoranda (CIMs) with AI assistance; and model SBA loan payments and debt-service coverage. An MCP connection lets compatible AI clients work with deal and pipeline information. A separate Off-Market Outreach add-on helps find business owners, research companies and draft personalized emails from a connected mailbox. Buyers can approve messages or enable automated sending after quality checks; replies stop follow-up sequences. Searcher OS offers a free plan and paid subscriptions.
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    Ecollat CRM

    Ecollat CRM

    Techtonic Enterprises Pvt Ltd

    Ecollat CRM manages leads, pipelines, and customer relationships for product-led sales and distribution teams. Capture leads with a Chrome extension, track deals on a pipeline, schedule follow-ups on the built-in calendar, and sync Gmail and Outlook so the full communication history stays on the right deal. Workflow automation handles lead nurturing and follow-up sequences. Unlike generic CRMs, it integrates natively with the Ecollat Quotation Tool and Digital Catalogs: quotes generated from live product data attach to the deal, and catalog engagement, such as pages viewed and products opened, appears in the record, so reps know what a prospect cares about before the call. Role-based access covers sales reps, managers, and distribution partners. Built for manufacturers, distributors, and D2C brands in building materials, sanitary ware, hardware, and consumer goods.
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    Clio IQ

    Clio IQ

    CognixAI Hub

    Clio IQ is a cloud-based revenue intelligence platform for sales teams and revenue leaders. It records and transcribes online meetings, creates summaries, action items and pre- and post-call briefs, and organizes conversation details such as objections, budgets, timelines and commitments. Its CRM tools manage leads, contacts, accounts and deals, while AI-generated customer profiles, deal-risk signals, coaching insights and pipeline forecasts help teams review activity and prioritize follow-up. Clio AI can answer questions about calls and pipeline, draft follow-ups and prepare CRM updates for user confirmation. Teams can use its built-in CRM or connect Salesforce, HubSpot or Zoho, and its notetaker works with Zoom, Google Meet and Microsoft Teams. It also supports internal meetings and a built-in video meeting service.
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    ChatSales

    ChatSales

    ChatSales

    ChatSales is a cloud CRM for sales teams using WhatsApp, Instagram and Facebook Messenger. It brings messages into a shared inbox where agents assign chats, add notes and tags, review contact histories and move prospects through visual sales pipelines. Its AI assistant answers using a business’s information, qualifies inquiries, updates CRM records and hands conversations to a human agent. Teams can configure message flows, keyword automations and follow-ups, send broadcasts using Meta-approved templates, and review sales analytics. It connects to payment, e-commerce, CRM and advertising services, and supports API and webhook connectivity. The web service supports WhatsApp Business Platform connections, including coexistence with the WhatsApp Business app on the same number. ChatSales serves businesses selling by chat in Latin America and beyond.
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    NoClutterCRM

    NoClutterCRM

    NoClutterCRM

    NoClutterCRM is a cloud-based customer relationship management platform for small businesses that manage sales through WhatsApp, email, and website chat. It brings customer conversations into a shared inbox and links them to contact records and sales deals. Teams can organize leads and opportunities in a visual pipeline, assign work, track follow-ups, and review sales activity and reporting. The platform includes an AI agent designed to answer routine questions using business-approved information, qualify incoming leads, and transfer conversations to a human when needed. NoClutterCRM also connects with tools such as Google Workspace, Microsoft Outlook, Meta Ads, and selected AI assistants through its integrations. It is intended for teams seeking to coordinate messaging and sales processes without a complex CRM setup. The service is delivered through a web application, with a free 30-day trial.
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    Cleenly

    Cleenly

    Build. Rank. Scale.

    Cleenly is a hosted website platform designed for cleaning businesses. Customers choose a niche-specific design, add business branding and photos, and publish a managed site with service pages, pricing and service-area information, a quote form, and a lead dashboard. Quote requests are emailed to the business and collected in the dashboard for follow-up. Cleenly handles hosting, security, and updates, while users can edit their pages, menus, leads, and branding without code. The free plan provides a five-page site on a Cleenly address. Paid plans add a custom domain and more pages; the higher plan adds online booking, deposits, automatic quotes, and follow-up automations. It is intended for cleaning operators who want a managed web presence and a way to capture and handle prospective customer inquiries without building a site from scratch.
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    CustomerFlows

    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.
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    Empiraa Signal
    Empiraa Signal is an AI-powered sales system that gives sales teams more pipeline and less admin. It combines prospecting, outreach, deal and pipeline management, and reporting in one connected system, so reps spend less time on data entry and more time selling. Built-in AI, ANI, recommends next actions, builds outreach sequences, and keeps deals moving without manual follow-up. Every plan includes unlimited users. Signal connects with tools sales teams already use, including Slack, Microsoft Teams, Zoom, Twilio, Mailchimp, Brevo, Meta Lead Ads, QuickBooks Online, Stripe, and Google/Microsoft for SSO and calendar sync, managed through Settings and the Workflow Engine. It's built for small to mid-sized B2B sales teams and consultants or agencies managing prospecting and deals, and pairs well with Empiraa GPS for teams wanting strategy and sales in one system. A 14-day free trial is available, no credit card required.
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    NerdCRM

    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.
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    SetLuca

    SetLuca

    SetLuca

    SetLuca is a direct-message sales platform for coaches, experts, creators, and agencies that sell through social conversations. It replies to new messages on Telegram, Instagram, and Messenger in the account owner's writing style, qualifies leads, and follows up with prospects who go quiet. Auto-send is enabled by default, while each channel can be switched to review so replies wait for approval, editing, or skipping. Qualified leads can choose real calendar openings from Calendly, Cal.com, or Google Calendar within the conversation, and SetLuca supports booking follow-ups, rescheduling, and no-show reminders. A shared queue prioritizes leads by buying intent, and reporting tracks replies, bookings, and objections. The platform is designed for service providers who use one-to-one messaging to turn social inquiries into sales calls.
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    Marqetium

    Marqetium

    ZincirX Inc.

    Marqetium is an AI-assisted marketing and lead-management workspace for small businesses, freelancers, and agencies. Its lead finder helps users discover companies by location and business category using open business data, then organize prospects in a CRM pipeline. An AI writing tool drafts personalized first-contact messages based on the user's description and preferred language. Users can also create landing pages for offers, manage campaigns, and review analytics for leads, pages, and outreach activity. The product combines prospect discovery with day-to-day follow-up, from tracking new leads through won opportunities. Marqetium is available as a web application and mobile apps, with app listings identifying English and Turkish language support. It is intended for teams and independent professionals seeking B2B customers and a single workspace for prospecting, outreach preparation, and campaign tracking.
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    CRAZY CRM

    CRAZY CRM

    CRAZY FEJM LTD

    CRAZY CRM is a cloud-based customer relationship management and marketing automation platform for service businesses, sales teams and multi-location networks. It brings contact records, lead-capture forms and landing pages together with a visual sales pipeline, tasks and appointment calendars. Teams can organize customer conversations and run email and SMS campaigns, while workflow automations trigger follow-up actions for new leads, bookings and sales activity. The platform also provides campaign and pipeline reporting, and supports connections to advertising, scheduling, payment and website tools. Users can capture leads from online forms, manage prospects through the sales process, coordinate appointments and keep customer communications and follow-up tasks in one workspace. CRAZY CRM is sold as a monthly cloud subscription with unlimited users; the vendor also offers onboarding and implementation assistance.
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    Scalry

    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.
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    CRM Basket

    CRM Basket

    CRM Basket

    CRM Basket is an all-in-one CRM and marketing platform for owner-operated small businesses. It puts contacts, conversations, calendars and payments in one place, so every customer interaction shows in a single timeline. Tools include pipelines, two-way SMS and email in one inbox, missed-call text-back, online booking, automated follow-up workflows, review requests, invoices and text-to-pay, e-signature documents, forms, QR codes, and a website and funnel builder, plus a mobile app. Industry setups come pre-built for authors, landscapers, dog groomers, daycares and boarders, and ATM and vending operators, with workflows, templates and pipelines ready on day one. Optional done-for-you implementation is available. Plans start at $37 per month, and every plan includes a free trial.
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    IndieCRM

    IndieCRM

    IndieCRM

    IndieCRM is a hosted customer relationship management (CRM) application for independent founders, freelancers and small teams that manage their own sales. It brings deals, contacts, companies and upcoming meetings into one workspace, with customizable pipeline stages and board or list views for tracking opportunities. Users can filter records by product, review activity history and use AI-assisted tools to tidy contact and company details and summarize deal status. Google Calendar sync displays upcoming meetings on deal cards. The workspace supports multiple products and gives each deal a place for contact context, activity and next steps, helping users manage prospecting and follow-ups. Connections for Claude, Slack, ChatGPT and Codex provide conversational access to CRM records and supported deal updates, subject to each connection's availability and setup requirements.
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    Real Extent

    Real Extent

    Aura Technologies

    Real Extent is an AI assistant for real estate agents and small teams handling buyer inquiries and leads through email. It uses an agent’s business information and preferences to draft personalized replies, which the agent can review, edit, and approve before sending. The service helps follow up with leads who have gone quiet and organize lead details in a lightweight CRM. It can coordinate property-showing appointments through connected email and calendars, and prepare a morning briefing with relevant activity. Real Extent is intended for solo agents and small real estate teams seeking support with lead communication, follow-up, and appointment coordination.
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    Retreevo

    Retreevo

    Retreevo

    Retreevo is a cloud-based CRM and lead-management platform designed for real estate investors and acquisition teams. It brings lead capture, contact and property records, deal pipelines, communication tools, and follow-up workflows into a shared workspace. Teams can organize prospects and transactions, manage calls and text conversations through a unified inbox, and use a power dialer to work lead lists. The platform also offers AI voice agents for handling inbound and outbound lead conversations, along with campaign and workflow tools to route leads and keep opportunities moving. Users can create landing pages and websites for lead generation, track activity across the sales process, and access their workspace through web and mobile apps. Retreevo can serve as a team's CRM and operating hub for sourcing, contacting, qualifying, and managing real estate investment opportunities.
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    Sellora AI

    Sellora AI

    Sellora AI

    Sellora AI helps Dutch car dealerships capture vehicle enquiries and organise follow-up. The browser workspace brings stock, leads, conversations, appointments and team responsibilities together. The assistant uses recorded company and vehicle information and makes missing details clear. With permission, a contact request keeps the car, question and preferred phone or email contact together for staff review. Business financial lease and private lease are separate, with dealer-specific offers and a hand-off to authorised staff. An enquiry is not credit approval or a lease contract. Role-based access keeps each colleague’s workspace relevant. Sellora supports sales follow-up; it does not replace a full dealer-management, workshop or accounting system. Watch the video or explore the fictional, preset demo. No real requests or bookings are created. Open the website address below for pilot information and pricing by email.
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    Alsona

    Alsona

    Alsona

    Alsona is a cloud-based AI sales platform that helps teams identify prospects, build targeted outreach, and manage sales engagement from a unified workspace. Users can define their ideal customer profile and outreach goals, then use AI agents to research companies and contacts, prioritize leads, prepare personalized messaging, and run outbound workflows across supported channels. The platform includes campaign and pipeline views, automated follow-ups, contact and account research, and integrations that connect sales activity with customer relationship management systems. Teams can review agent activity, adjust workflows, and track engagement rather than handling every research and outreach step manually. Alsona is aimed at sales and go-to-market teams, including organizations seeking to automate prospecting and outbound pipeline development; available plans and capabilities may vary.
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    CRMPlus

    CRMPlus

    DailyMails

    Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs.