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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1
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.Starting Price: $197/mo -
2
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. -
3
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 -
4
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.Starting Price: $49/month -
5
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.Starting Price: $15/user/month -
6
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. -
7
Insell
insell.io
Insell is a WhatsApp-focused customer engagement and automation platform for businesses. It provides access to the WhatsApp Business API, a shared team inbox, broadcast campaigns, automated replies, AI chatbots and workflow triggers for handling customer conversations. Its AI CRM supports lead scoring and automated follow-ups, while AI calling agents can qualify prospects, answer questions, book appointments and update CRM records in Hindi, English and Hinglish. Insell also offers n8n workflow automation and integrations with Shopify, WooCommerce, Salesforce, HubSpot and Zoho. Teams in e-commerce, real estate, education and healthcare can use the platform to manage customer inquiries, run messaging campaigns, organize sales leads and automate routine follow-up. Plans include different contact and agent limits, with onboarding and setup offered as paid services.Starting Price: ₹24,999/year -
8
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.Starting Price: $29/month -
9
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.Starting Price: $0 -
10
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 -
11
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 -
12
Customers.ai
Customers.ai
Find your business’s unicorn leads using Sales Outreach Automation and Prospecting Data for companies of all sizes. Fill your sales pipeline automatically with 24/7 automation that leaves no lead behind. Convert engaged Instagram & Facebook audiences into high-value customers of your courses & offers. Launch an automated sales army to do sales development and outreach at a fraction of the cost of human sales reps. Leave no stone unturned, track and follow-up with leads across the most popular customer messaging channels. Run every contact and inquiry through templatized follow-up sequences to quickly qualify and drive prospects down-funnel. Customers.ai does the work of hiring an army of inside sales reps and SDRs at a fraction of the cost. Never leave hot leads hanging with alerts that notify you and your team that someone is qualified to purchase. Jump in and chat with qualified prospects from your mobile device, wherever you are, to close more deals and sales! -
13
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.Starting Price: $37/month -
14
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. -
15
TradeVulcan
TradeVulcan
TradeVulcan helps HVAC, plumbing, electrical and other home-service companies turn more inquiries into booked jobs. Our AI-first platform combines speed-to-lead, web chat, voice, SMS, appointment scheduling, follow-up, reputation management and workflow automation—while integrating with the systems contractors already use. Request a demo or tech-stack review to see where you're losing leads, time and revenue.Starting Price: $98 -
16
Weezly
Weezly
Weezly is a sales platform that covers the whole sales cycle in one seat. Find leads in a built-in database of 300M+ B2B contacts with emails verified at search time. Run LinkedIn and email outreach in one branching sequence: connection requests, messages, InMails, voice notes, AI-written comments on the lead's posts, and email steps from your own mailbox, with multi-sender rotation and safety limits based on each account's LinkedIn SSI. Every lead can receive a personalized AI video made from a two-minute recording of you: your cloned face and voice say their name and company, and the real video file is uploaded natively into the LinkedIn DM. Replies from every sender land in one inbox with AI sentiment, follow-up reminders, AI-suggested follow-ups, conversation memory and a deal pipeline; drop a booking page into the chat and the lead picks a time.Starting Price: $59/month -
17
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. -
18
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. -
19
DM Tracker
DM Tracker
DM Tracker is a purpose-built CRM for teams that sell through Instagram DMs. It turns a messy inbox into a clear pipeline: every conversation becomes a tracked contact with full outreach history, so no lead goes cold. Customizable follow-up boards (1, 3, 7, and 30+ day stages) show exactly who needs a reply today. Analytics break down reply rates by script and by objection, and built-in A/B testing lets you compare DM openers to find what actually converts. Team leaderboards keep setters and closers accountable, while real-time alerts surface hot leads the moment they respond. DM Tracker connects with ManyChat, so automated conversations flow into a system built to track, follow up, and close them. Built for coaches, consultants, course creators, agencies, and high-ticket sales teams running outreach at volume.Starting Price: $39/month/user -
20
Nice One CRM
Nice One CRM
Nice One CRM is a simple CRM and business toolkit designed to help small businesses stay organised, follow up opportunities and manage everyday admin without complicated software. It brings enquiries, customers, quotes, invoices, tasks and follow-ups together in one easy-to-use dashboard, giving busy business owners a clearer view of what needs attention and what needs doing next. With Nice One CRM, you can record new enquiries, keep customer details and notes organised, track opportunities, create professional quotes, send invoices and make sure important follow-ups do not get forgotten. This helps reduce the risk of missed opportunities and makes it easier to move more enquiries towards paid work. Nice One CRM also includes Lead Finder, which helps you discover potential businesses you may want to approach. You can review prospects, save promising leads, generate outreach ideas and keep new opportunities organised alongside your existing customers.Starting Price: £9.99 -
21
WRKZY
WRKZY
WRKZY brings shared WhatsApp and email conversations, contact and company records, sales pipelines, catalogs and quotes, campaigns, tasks, and workflow automation into one governed workspace. Teams can assign conversations, preserve customer history across handoffs, connect commercial work to the underlying messages, and keep the next owner and action visible. It is designed for B2B sales, support, customer-success, and customer-operations teams. AI assists with summaries, drafts, and suggestions, while users review outputs and remain responsible for actions. Feature list Shared WhatsApp and email conversations Deals and configurable pipelines Quote creation and buyer-review workflow WhatsApp and email campaigns AI-assisted summaries Contact and company records Workflow automation Conversation status, priority, follow-up and SLA controls Product and service catalogue Team inboxes, ownership and routingStarting Price: ₹1,000/user/month -
22
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 -
23
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 -
24
ClearMakes Inbox
ClearMakes
ClearMakes Inbox is a browser-based workflow automation service for small teams that manage work through email and chat. Users connect messaging accounts and describe an intended process in plain language; Inbox turns the request into editable steps that users can review before enabling. Workflows can start when a new message arrives in Gmail, Outlook, Slack or Microsoft Teams, then take actions such as posting to a channel, drafting or sending an email reply, creating a HubSpot contact, or adding a row to Google Sheets. Steps can summarize messages, pause or wait for a reply, and retry after a failure. Activity records show workflow runs and their individual steps. Smart FAQ stores answers to recurring questions and can use them to respond to common email inquiries. The service also connects to other listed apps and supports user-provided MCP servers or HTTP endpoints as workflow steps. It is designed for support, sales follow-ups and other message-driven tasks handled by small teams.Starting Price: $29/month -
25
QuickCRM
Techforce Global
QuickCRM is a cloud-based customer relationship management (CRM) application for organizing sales leads, customer activity and deals. Teams can manage lead and customer records, track interactions, and move opportunities through a visual sales pipeline. The product also supports follow-up tasks and automatic call logging, and includes an AI assistant described as researching a lead and preparing talking points before a sales call. Recruitment teams can manage client mandates and candidate submissions in parallel pipelines. QuickCRM is aimed at small businesses and sales teams that need a shared place to track prospects, customer conversations and deal progress. It is developed by Techforce Global.Starting Price: $20/month -
26
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.Starting Price: $10/month/user -
27
Empiraa Signal
Empiraa
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.Starting Price: $49/month -
28
PipeCycle
CustomerSquare.com
Turn every channel into a revenue channel and drive business growth. Automatically Capture leads and sales enquiries from websites, emails, social channels, phone calls etc. Success of any business lies in proper monitoring and management of Sales pipeline. Visual pipeline helps you to stay abreast with all the deals in various stages. Get 360° customer view on a single screen. Communicate with your contacts across various channels. Access conversation history for every contact. Focus on important stuff and put the rest on autopilot. Create rules & workflows to Automate follow-ups, Automatically assign deals to users. Connect PipeCycle with other productivity apps. Capture Leads location, find Leads near you. Automatically capture team members locations and view on Map.Starting Price: $15 per user per year -
29
Catch CRM
Catch CRM
Calls your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically. Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place. Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get called instead of going cold. Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field. Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current. Email campaigns and automations: follow-up sequences and reminders that run themselves.Starting Price: Free -
30
FunnelPool
FunnelPool Agency
FunnelPool is an AI-powered business automation platform designed to help businesses manage leads, conversations, appointments, marketing, and customer follow-ups in one place. It brings together tools for building websites and funnels, capturing and organizing leads, automating email and SMS campaigns, managing sales pipelines, scheduling appointments, and handling customer conversations. With AI-powered chatbots and intelligent workflows, FunnelPool helps businesses respond to inquiries, automate repetitive tasks, nurture prospects, and manage their customer journey more efficiently. It is built for business owners, founders, coaches, agencies, and service-based businesses looking to simplify their operations and reduce the need for multiple disconnected software tools.Starting Price: $97/month -
31
Mojo
Mojo Dialing Solutions
Mojo Dialer brings power dialing, a built-in CRM, and prospecting data together for sales professionals who rely on phone outreach. Single-line and multi-line dialing options help individuals and teams work through calling lists, while lead management tools organize contact activity, appointments, and follow-up. For real estate prospecting, Mojo offers property and contact information to help users identify relevant owners and investors. Built-in AI tools draft call scripts, emails, and letters, and the AI Action Plan Builder helps structure campaigns across calls, letters, and drip emails. Mobile apps extend calling and contact management beyond the desk. Serving real estate, insurance, and other sales-driven industries, Mojo combines everyday outreach tools with dedicated customer support to help users spend less time managing tasks and more time developing opportunities.Starting Price: $99 per month -
32
LeadSmart
NDS STUDIO LLP
LeadSmart is a web-based lead capture and follow-up tool for businesses that collect inquiries through Facebook and Instagram lead forms. It brings incoming leads into a dashboard where teams can review contact details, apply quality labels, add notes, and follow up by phone, email, or WhatsApp. Users can export leads or send them to Google Sheets, and configure webhooks or CRM/API connections for other workflows. WhatsApp alerts notify a business when a new lead arrives. LeadSmart also supports mapping lead-quality labels to Meta Pixel and Conversions API events, so teams can send lead outcomes back to Meta for campaign optimization. It is suited to sales and marketing teams, agencies, and small businesses that need to organize and act on Meta-generated leads without handling them manually across separate forms and spreadsheets.Starting Price: ₹1,499/month -
33
ReceptionPal
ReceptionPal
ReceptionPal is an AI-powered virtual receptionist designed specifically for dental practices to keep patient communication active 24/7. It captures leads and responds to patient inquiries instantly, even outside of regular business hours. The platform helps increase website enquiries and conversions by engaging visitors in real-time conversations. It can answer common questions, qualify leads, and assist with appointment bookings. ReceptionPal is fully customizable, allowing practices to tailor responses to match their tone and services. It also provides chat transcripts so teams can review interactions and prioritize follow-ups. Overall, ReceptionPal helps dental practices boost efficiency, improve patient satisfaction, and increase bookings without adding extra staff.Starting Price: Free -
34
Paddle CRM
Paddle CRM
Paddle CRM is an all-in-one platform combining CRM, marketing automation, lead capture, reputation management, AI-powered engagement, and client communication into one cohesive system. Designed specifically for local service businesses, Paddle CRM eliminates the need for a patchwork of disconnected tools. Users get access to contact management, sales pipelines, calendar booking, SMS/email automation, funnel and website builders, review generation tools, and real-time AI assistants to help them nurture leads, book appointments, and close deals faster—all from a single dashboard. Whether you're a solo contractor or part of a multi-location business, Paddle CRM provides the infrastructure to grow your business more efficiently.Starting Price: $197 per month -
35
Thread Auto
Thread Auto
Thread Auto is a web-based dealership website and operations platform for independent and franchise auto retailers. It combines mobile-oriented dealer websites with inventory management, CRM and lead handling, customer records, service scheduling, and digital retail workflows. Dealership teams can maintain vehicle details, photos, pricing and aging-inventory alerts, then publish listings to their storefront and supported marketplace feeds. Shopper-facing sites provide inventory search, vehicle pages and inquiry options. The platform also supports lead assignment and follow-up, trade-in appraisals, finance workflows, deposits, test-drive and service booking, and reporting. Sales, business development, service and management staff can coordinate work using shared vehicle and customer records. Plans range from a website-only option to broader inventory and dealership-operations modules, with a 30-day trial of the portal.Starting Price: $49/month -
36
Cohesive
Cohesive
Cohesive is a web-based sales prospecting and engagement platform for local service businesses. It helps teams find nearby businesses, property owners and decision-makers, build targeted lead lists, and launch personalized outreach by email, phone and SMS. Campaign tools organize target lists, channels and follow-up cadences. AI agents can handle replies, missed calls and follow-up with older leads, while a shared workspace tracks campaigns, conversations, interested prospects, booked calls and performance. It is aimed at local service providers, including commercial cleaners, HVAC and plumbing contractors, roofers, landscapers and pest-control companies selling to nearby businesses and property managers. Teams can prospect within service areas, re-engage CRM accounts, coordinate outreach and monitor responses. A documented API supports campaign and conversation workflows, including reading inbox data and sending or forwarding email replies. -
37
Team365 CRM
Customer Success Technology
Team365 CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function. Below is a sample of Team365CRM features: - Sales pipeline: Use our visual pipelines to drag and drop deals, add activities and follow up on leads - Automations: Automate your sales-related legwork to stay focused on your deals - Lead generation: Generate, prioritize and follow up on your leads with a multi-feature toolset - Integrations: Use our open API or one of our 275+ out-of-the-box integrations to seamlessly integrate Team 365CRM with your business - Reports and insights: Forecast, focus and monitor the impact of your team’s actions with dashboardsStarting Price: $18 per month -
38
PoolCRM
PoolCRM
PoolCRM is a pool service CRM built by a former pool company owner. Route software like Skimmer and Pool Brain runs the day. PoolCRM handles the customer side: getting the lead, closing the quote, and keeping the account. Features: - Missed call text back in 10 seconds from the company's own number - Quote follow-up automation on day 1, 3, 7, and 14 until the customer replies - Google review requests after every completed job, with a feedback gate - Two-way texting, website chat, and Google Business Profile messages in one inbox - Lead pipeline: New, Contacted, Quoted, Won, Lost - Seasonal campaigns for openings, closings, and filter cleans - 60-day win-back messages for cancelled accounts - Reporting on missed calls, quotes, and reviews - Zapier and webhooks to Skimmer, Pool Brain, Jobber, and QuickBooks Built for one to ten truck pool service companies. Works alongside existing route software. Setup done by the vendor in three business days.Starting Price: $297 per month -
39
Vorker
Vorker.ai
Vorker is an AI coworker for small businesses designed to help teams complete real business tasks instead of simply answering questions. It works inside the tools companies already use and supports everyday work such as handling emails, researching companies and markets, creating quotes and proposals, drafting outreach messages and LinkedIn posts, organizing notes and documents, and automating repetitive administrative tasks. Vorker can learn about a business, its products, and its ideal customer profile, then search lead databases and the web for relevant prospects, gather contact information, and prepare personalized outreach and follow-up. It can monitor important emails, draft relevant replies, review calendars, suggest preparation tasks before meetings, manage scheduling conflicts, send invites, assist with meeting notes, and recommend follow-up actions. The AI can also provide tailored business advice based on company context and established business practices.Starting Price: €25 per month -
40
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 -
41
ZemNeo
ZemNeo
ZemNeo is customizable CRM software for small and growing businesses. It helps teams manage leads, contacts, sales opportunities, follow-ups, tasks, and customer relationships from one platform. Businesses can create custom pipelines, fields, forms, and workflows based on their sales process. ZemNeo also integrates with WhatsApp, Google Ads, Facebook, Instagram, Tally, SMS, and calling systems to keep leads and customer data connected. With industry-focused CRM solutions for retail, finance, education, healthcare, manufacturing, and hospitality, ZemNeo helps businesses organize sales activities, automate repetitive tasks, and improve customer management. -
42
TradesInvo
TradesInvo
TradesInvo is cloud-based business management software for UK tradespeople and small trade-service teams. It brings lead capture, customer and property records, quotes, job management, technician scheduling, invoicing and payment tracking into one workflow. Users can prepare quotes with UK VAT, assign work to team members, keep site and equipment notes with customer records, monitor overdue invoices, and automate follow-ups and review requests. Reporting dashboards help users track measures such as quote conversion, revenue per technician and lead sources. AI-assisted tools draft quote wording, follow-up messages, review replies and summaries for the user to review before sending. The platform is aimed at independent operators and small teams in trades such as plumbing, heating, electrical work and cleaning, with tools for managing enquiries through completed jobs and payment in a web browser.Starting Price: £0/month -
43
Monark CRM
MONARK IT
Monark CRM is a customizable CRM platform designed for companies that need a sales process adapted to the way they actually work. It provides a central place to manage leads, contacts, customers, opportunities, sales pipelines, tasks and follow-ups. The platform is built on an existing functional foundation that can be configured with custom fields, workflows, roles, stages, dashboards and business-specific modules. Monark CRM is designed for sales teams, business development teams, service companies and SMEs that need more flexibility than a standard CRM without building a complete system from scratch. The current version is available through guided demos and pilot projects. -
44
Call Agent AI
CallAgentAI
Call Agent AI is a cloud-based AI receptionist and call automation platform for businesses that manage customer calls. It answers inbound calls, handles routine inquiries, qualifies leads, books or updates appointments, routes complex calls to staff, and supports outbound follow-ups and reminders. Teams can configure call flows, greetings, escalation rules, and follow-up actions, then review call logs, transcriptions, summaries, and analytics in a dashboard. The service connects with CRM, scheduling, and team communication tools, and supports webhooks for other systems. It is designed for small and growing businesses, customer support teams, call centers, and service organizations seeking to automate routine phone interactions while retaining human handoff when staff attention is needed.Starting Price: $45/month -
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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 -
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Slarivo Leads
Slarivo
Slarivo Leads is a web-based workspace for teams managing enquiries and follow-ups. Each lead can have an owner, notes, samples, quotes, pipeline stage and planned next step. Shared lead lists and a team agenda help people review upcoming follow-ups and keep ownership clear. Teams can record outcomes and follow enquiries from new to closed. Calls and WhatsApp actions open external applications; Slarivo does not automatically send outreach or confirm message delivery. Optional MCP connections let compatible AI assistants access lead information with the permissions granted to that connection. The public demo uses fictional records and requires no sign-in. Core access is currently free, subject to fair-use limits. -
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Air Lift
Air Lift
Air Lift is an aviation CRM and marketing automation platform built for flight schools and ATOs, Part 147 training organizations, Part 145 MROs, aerospace engineering companies, and specialized aviation service providers. It brings lead capture, CRM, sales pipelines, marketing automation, email and SMS follow-ups, appointment scheduling, forms, landing pages, reporting, and customer communications into one system. Advanced plans add proposals and contracts, e-signatures, payments and invoicing, courses and certificates, client portals, and custom workflows. Air Lift helps aviation teams replace disconnected tools and spreadsheets with one platform to manage inquiries, convert opportunities, and retain customers.Starting Price: $299 -
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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 -
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Streaml
Streaml
Streaml is an AI-powered outbound sales CRM that acts like a virtual employee, automating lead scraping, messaging, follow-ups, and deal-closing. Its five-step system covers the entire outbound process: scraping contacts, tracking LinkedIn signals, automating outreach, monitoring engagement, and closing deals. The platform personalizes B2B emails with human-like messaging adapted to each contact’s context and intent. Streaml also automates follow-ups, ensuring no opportunity is missed while providing detailed insights into open rates, replies, and scheduled meetings. Sales teams benefit from continuous, 24/7 prospecting, nurturing, and closing support. By replacing manual effort with AI-driven workflows, Streaml saves time, improves efficiency, and generates more qualified leads. -
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ReachEase
ReachEase
ReachEase is a web-based LinkedIn outreach platform for agencies, outbound sales teams, founders, and go-to-market operators managing multiple sender accounts. It imports prospects from LinkedIn Search, Sales Navigator, audience activity, or CSV/XLSX files. Teams organize leads and senders, distribute campaigns across accounts, and build sequences with connection requests, messages, follow-ups, waits, profile visits, and conditional paths. A shared Unibox gathers conversations from connected senders. Optional AI drafts campaigns and messages, labels replies, and suggests responses for review. ReachEase also offers Telegram alerts and Claude workflows via Model Context Protocol (MCP). Paid plans pair a one-time software license with recurring sender infrastructure charges. Its free plan allows exploration and campaign drafts but not LinkedIn connections or live campaigns. ReachEase states it is independent and not affiliated with LinkedIn.Starting Price: $99 one-time
