Alternatives to Wandero

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

  • 1
    Grok Bot

    Grok Bot

    SpaceXSI

    Grok Bot is an AI teammate platform from SpaceXSI that lets users delegate real work to bots across apps, websites, routines, and workflows. Bots can sign in to tools, use them like a person would, keep context over time, and return with finished work or requests for approval. Users can create multiple bots for jobs such as sales outbound, talent scouting, expense management, inbox management, account health, product performance, bug reproduction, and chief-of-staff workflows. Grok Bot can learn workflows by watching a user complete a task once, then save that process as a routine for future execution. Bots can work in parallel, collaborate in shared threads, pass work between one another, and run scheduled routines. Built for teams and individuals that want AI agents to execute tasks instead of only answering questions, Grok Bot helps automate work while keeping users involved when approvals are needed.
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    Alpheous

    Alpheous

    Alpheous, Inc.

    Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements.
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    Instant Reply

    Instant Reply

    Instant Reply

    Instant Reply is an agentic AI sales agent for business conversations on Instagram, WhatsApp Business and Messenger. It answers customers using the business's FAQs, prices and policies, qualifies inbound enquiries, and supports follow-up and booking workflows. Teams can start with approval mode, then auto-send the reply types they trust. Custom quotes and discount decisions can be handed to a person with the conversation context. Its shared inbox keeps customer conversations together. An MCP server connects compatible AI assistants to eligible inbox and workflow actions, subject to workspace access, permissions and plan limits. WhatsApp Business is available on Growth and Pro plans; Meta delivery charges are separate.
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    Tommos

    Tommos

    Tommos

    Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.
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    Nex

    Nex

    GarageSpace

    Nex is a SaaS platform for revenue operations and go-to-market teams that use AI agents to handle repeatable sales workflows. Teams can configure agents for prospect research, lead qualification, outbound and inbound sales, CRM data checks, pipeline follow-up, meeting preparation, revenue recovery, renewals, and account planning. Nex agents use business context from connected systems to prepare research, recommendations, drafts, and proposed record updates; selected actions can be reviewed and approved before execution. The platform connects with CRM, email, calendar, and messaging services, and provides a REST API for developers to work with Nex data and context. Nex also offers an Annex Browser for macOS that agents can use to interact with browser-based workflows. It is designed for revenue leaders, RevOps practitioners, and GTM teams seeking to coordinate AI-assisted work across their existing tools.
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    JobGuard

    JobGuard

    Vedalo Ltd

    JobGuard is a quoting, extra work approval and invoicing app for UK sole traders and small trade businesses. It runs on the web and Android. Users create quotes from photos and a voice or text description, review suggested price ranges and send the agreed figures to the client. Clients sign quotes and approve extra work through a link and PIN, without creating an account. Each change can include photos, scope and a price, with a dated approval kept in the job record. Invoices are prepared from the quote, approved extras and payments received, with UK VAT and CIS workflows. Job records bring together photos, notes, receipts and approvals. The Team plan adds workers' site reports and a team calendar. A free plan covers up to two jobs with no payment card required.
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    Nodus OS

    Nodus OS

    Nodus AI Systems

    Nodus OS is an AI receptionist and business-operations system for service businesses. It handles inbound calls, lead follow-up, appointment and job scheduling, and customer communications. The system observes business interactions and outcomes, then prepares proposed messages, bookings, and follow-ups for review. Users can approve, edit, or reject proposals and set autonomy permissions by task, channel, or customer segment. A central workspace brings calls, messages, calendar, contacts, and conversations together with an activity feed, decision rules, an audit trail, and controls to pause or reverse eligible actions. The product is aimed at service-business operators and agencies serving businesses in Australia.
  • 8
    Computer by DevRev
    Computer is an AI workspace built for sales teams that need sharper account context, faster execution, and more confident decisions. Its native Shared Memory learns how each team works, understands accounts and pipeline history, and becomes more useful as calls, decisions, and deals accumulate. Users can connect their CRM, email, calendar, meeting logs, and other sales systems, then ask detailed questions about opportunities or launch preloaded skills for meeting preparation, account deep dives, deal-pattern analysis, pipeline health checks, meeting recaps, and follow-up drafting. Computer AirSync and Computer Memory bring information from connected tools into one continuously updated context, allowing the system to reason across live organizational data rather than relying on isolated or outdated snapshots. It can return precise answers, surface patterns, prepare complete quarterly business reviews, and help teams act without manually piecing together information.
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    readywhen

    readywhen

    readywhen

    readywhen is a cloud-based AI assistant for owner-led small businesses that helps keep customer and internal commitments moving. It connects to tools such as Gmail, Google Calendar, Google Meet, Slack and Notion, then identifies promises, decisions, follow-ups and deadlines across messages, meeting records and documents. The service builds context around customers, suppliers, work and prior conversations, and presents priorities, reminders and suggested next steps. It can prepare drafts such as replies, follow-up notes, quotes and invoice chasers for review; connected actions wait for user approval before being sent. A workspace app provides a place to review what is due, underway or waiting. ready when is aimed at people running small businesses and supports coordination across common email, calendar, chat, meeting and document tools without requiring those tools to be replaced.
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    KIWI

    KIWI

    nammu

    KIWI is a browser-based AI workspace for freelancers, independent professionals, and small businesses. It combines geographic lead discovery and a client CRM with tools for sales follow-ups, quotes and invoices, email and calendar, projects and tasks, documents, spreadsheets, landing pages, social publishing, and video creation. Its assistant and specialist agents use workspace context to prepare prospect research, messages, quotes, invoices, posts, and other business tasks. Users review and approve actions before outbound messages are sent, content is published, or billing actions are completed. The workspace also includes brand guidelines and the Aukimi creative suite. A free plan provides basic workspace access, while Premium adds more AI credits, storage, and specialist tools; users can manage multiple businesses and their separate brands and records in one account.
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    Rerun

    Rerun

    Reunit

    Rerun is a cloud workspace for creating and coordinating AI agents, called Coworkers, that handle recurring business tasks. Users assign each Coworker a job, connect business apps or MCP servers, provide instructions and files, then run work on demand, on a schedule or after an event. Each workspace runs on a dedicated cloud machine with persistent files, memory and databases, allowing tasks to continue while users are offline. Teams can share a workspace, monitor agent activity and respond to questions or approval requests. Coworkers can browse websites, use connected tools, work together and prepare or carry out tasks such as inbox triage, lead research, CRM updates, content preparation and invoice follow-ups. The service is aimed at agencies, SaaS teams, small businesses and founders delegating repeated sales, marketing and operations work. Access and management are browser-based, including mobile browsers.
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    4fleet

    4fleet

    4fleet

    4fleet is cloud-based operations software for chauffeur, limousine, and airport-transfer operators. It brings enquiries, quotes, bookings, driver and vehicle scheduling, partner work, and invoicing into one workspace. Teams can connect a business mailbox and turn incoming requests into enquiries, price quotes using their rate cards and vehicle classes, and convert accepted quotes into bookings. A shared calendar supports dispatching drivers and vehicles, while flight details can be kept with airport pickup bookings. Drivers can access trip information and pickup instructions through the mobile app. Operators can assign work to partner companies and track the agreed cost alongside the job. Invoices are created from bookings, with Stripe payment links available. The built-in Carson assistant can help staff find booking and invoice information, process enquiry emails, and draft replies for team review.
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    Nexora

    Nexora

    Indo Grow

    Nexora is a web-based WhatsApp sales platform for small and growing businesses. Its AI sales agent answers customer questions using business-provided information about products, prices and policies, and can hand conversations to a person when needed. The platform combines a shared team inbox, approved-template broadcasts, drag-and-drop automation flows, WhatsApp forms, lead capture, analytics and contact syncing. Businesses can use a shared WhatsApp number or connect their own, manage campaigns and follow-ups, and connect Shopify, WooCommerce, HubSpot, Google Sheets or Salesforce on eligible plans. Nexora uses Meta’s official WhatsApp Business API for messaging and is aimed at businesses in India, including D2C and e-commerce sellers, real estate, clinics, coaching providers, traders, manufacturers and B2B suppliers.
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    Linkubit

    Linkubit

    Adhiti Consulting Pty Ltd

    Linkubit is an AI salesperson for WhatsApp, email, Instagram and Messenger, built for small and mid-sized businesses in India. When a customer writes, the AI answers within a minute, asks the qualifying questions the business has set, quotes prices only from the business's own catalogue, and hands the team a priced deal on a pipeline. A customer who says yes can pay by UPI or card inside the chat. Rules are enforced in code rather than in a prompt: every action and every outgoing message passes a gate, and each reply is checked against what the AI looked up. A conversation that needs a person is handed over with the whole thread. Also included: a shared team inbox, WhatsApp and email campaigns, follow-ups, lead scoring, and attribution from click-to-WhatsApp and Google ads to the closed deal. Meta bills messages at its own rate and Linkubit adds nothing. Free plan; paid plans from ₹499 a month.
    Starting Price: $6/month (₹499 in India)
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    Seesa

    Seesa

    Pentatonic

    Seesa is an on-premises AI assistant and agent platform installed and managed by Pentatonic on suitable customer hardware. It connects to supported email, calendars, documents, spreadsheets and messaging systems, organizing information into a shared company memory with per-person access controls. Users ask natural-language questions and receive answers grounded in company records with source references. Seesa also prepares meeting briefs, summaries, follow-ups and recurring-work routines for review. Teams configure what actions it may take and where it must seek approval. Standard deployments include installation, agreed history import, supported connections and permission setup; Pentatonic manages supplied installations. It is designed for organizations using internal records in research, coordination and routine workflows while keeping models, memory and agent execution on premises.
    Starting Price: £117.75/user/month
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    OrdersMCP by Cust
    OrdersMCP by Cust helps businesses take orders through ChatGPT. It creates and manages a custom MCP and ChatGPT plugin so customers can explore products and services, ask questions and place orders. Businesses can add a ChatGPT ordering button to their website. OrdersMCP connects pricing, availability and order actions, supports order confirmation and payment, and helps with back-office work such as order updates and invoice preparation. Customer memory supports relevant follow-up conversations and repeat orders. Setup includes a call to map the business workflow, integrations and access requirements, with approval rules agreed with the business. Paid monthly plans and a one-time setup fee apply.
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    atEaseAI

    atEaseAI

    atEaseAI

    atEaseAI is an AI-powered post-sales operating system for Customer Success, Account Management, and Post-sales leaders at B2B SaaS companies. It brings customer context from CRM, support, email, meetings, and product usage into one workspace. Teams can understand account health, adoption, engagement, churn risk, and growth opportunities, then coordinate work across onboarding, retention, renewals, and expansion. Agent Caleb, its conversational AI agent, helps analyse accounts and portfolios, prepare meeting briefs and QBRs, and develop personalised recommendations and action plans. Teams review proposed work and approve consequential actions before execution through supported capabilities. Business Profile gives Agent Caleb context about each company’s goals, success criteria, customer journey, and playbooks. Automation & Workflows support consistent follow-through, while analytics provide reporting and team visibility.
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    Halvixo

    Halvixo

    Halvixo

    Halvixo is web-based quotation software for small B2B teams. Administrators maintain catalog pricing, publish templates, and set percentage discount warnings, limits, and required reasons. Sales representatives prepare quotes within those controls, save versions, and export customer-ready PDFs. Received customer purchase orders stay connected to the related workflow for separate administrator review, correction requests, approval, or rejection. Halvixo does not route quotes to managers for approval. It supports fixed-rate and per-seat quote pricing in USD. The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Guided setup is included. The free 30-day evaluation requires manual approval, needs no card, and does not convert automatically. Live subscription billing is not currently enabled.
    Starting Price: $79/workspace/month
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    Morning Tally

    Morning Tally

    Morning Tally

    Morning Tally is a managed sales-call reporting service for businesses that take orders, quotes or bookings by phone. It combines call logs and transcripts from a company’s phone system with customer, quote, order and revenue records from its ERP, CRM, accounting or job system, then emails managers a one-page report each business-day morning. Reports summarize calls by representative, callbacks, quotes and revenue trends, open deals at risk, and suggested follow-ups based on customers’ words. Optional weekly meeting and monthly owner reviews add broader performance views. It is designed for phone-led teams in distribution, freight brokerage, equipment rental, building supplies, manufacturing and roofing. Customers provide read-only system access or weekly exports; setup includes agreeing how the business defines a sale. Sample reports use fictional data. Samples and orders are scheduled to open in January 2027.
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    TORS Travel
    The TORS.Travel Back Office enables Tour Operators to cost and book bespoke/tailor-made/dynamically packaged itineraries. The design builds on the creation and use of a variety of travel reservation systems over many years. This system is in production use today. Price an itinerary in real-time while talking to your customer or as the customer views your website. Create multiple revisions of an itinerary to track the different options offered to a client. Multiple prices (e.g. Parents and Child) within each revision. Automatically generate a written quote with resort/hotel/room descriptions and pictures, and check for outstanding customer contact. Once your customer accepts a quote, the TORS.Travel back office helps you generate requests to your suppliers, and to keep track of their responses. Of course, generating holiday invoices, vouchers and itineraries is simple & quick too.
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    QualifyBase

    QualifyBase

    QualifyBase

    QualifyBase provides inbound and outbound AI sales agents for service businesses, bringing customer messaging, voice calls, follow-up, and appointment booking into a shared inbox and sales pipeline. Agents answer questions using business-provided information, collect qualification details, and work across WhatsApp Business, Instagram Direct, Facebook Messenger, web chat, SMS, and supported voice workflows. Teams can configure calling campaigns with schedules and retries, re-engage eligible leads with approved WhatsApp templates, and hand qualified leads to staff with conversation context. Ads insights connect ad-sourced inquiries with conversations, appointments, recorded wins, and sales value; detailed reporting is available on Growth and Pro plans. Make, Zapier, webhooks, and the public API connect CRM workflows. Campaigns require an active paid plan.
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    Offloop

    Offloop

    Intelligence Software

    Offloop is a collaborative AI-agent workspace for small teams coordinating recurring business work. Teams can organize work in persistent Channels that retain goals, context, files, ownership, approvals and next steps, then assign agents tasks across launches, customer follow-up, research, feedback, growth and operations. Agents can use connected tools and schedules to carry work forward, create artifacts, follow up when information changes, and hand decisions or exceptions back to people under team-defined rules. A shared workspace provides visibility into agent activity and outputs so people can review ongoing work and resume it as new information arrives. Offloop combines a browser workspace with desktop apps for macOS and Windows. Its Team Pilot offers shared channels and connector setup; Enterprise adds options for security, governance and deployment.
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    Melso

    Melso

    Melso, Inc.

    Melso is an online accounting and tax service for freelancers and self-employed people in Spain, combining an AI agent, web-based tax tools and human tax professionals. It helps users organize invoices and expenses, review income and costs, follow a tax calendar, and get answers about Spanish tax procedures through the app or WhatsApp. Users can connect email and Google Drive to find records, and authorize compatible AI clients through OAuth and Model Context Protocol (MCP) to access business records and prepare work. Melso’s professionals prepare and review returns included for each customer’s activity and tax profile. Customers approve the exact draft in the app before the professionals file it with Spain’s tax agency; covered forms and services depend on the agreed scope. The AI agent can draft invoices and issue them after customer authorization, subject to account permissions and service prerequisites.
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    Comtev

    Comtev

    Comtev Ltd

    Comtev is a web-based AI event planning platform for corporate event teams. From an event brief, it helps source venues and suppliers, request and negotiate quotes, and estimate attendee travel and hotel costs. Quotes and travel estimates feed into event budgets that users can compare, revise, and share for approval. The platform also supports guest-list collection through Slack and WhatsApp, QR-code passes and event check-in, and automated workflows for recurring planning tasks. Teams can route spending and bookings to named approvers before confirming decisions. Comtev is designed for conferences, offsites, product launches, all-hands meetings, customer dinners, and other company events, with planning and coordination in a shared workspace.
    Starting Price: £250 per event
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    Mach

    Mach

    MachGTM

    Mach is an AI-assisted prospect research and outbound workflow for B2B software sales teams. It uses a team’s website, product materials, and approved knowledge sources to learn the company’s offering, then researches target accounts and contacts with dated source links. Users can create account lists, build prospect profiles, and draft personalized first-touch messages using company context and recent business signals. Research trails and a review queue let users inspect supporting evidence and edit drafts before outreach. The product connects sales workflows with CRM, email, calendar, LinkedIn, and WhatsApp, depending on enabled account connections. Mach is a browser-based service with an early-access per-seat plan that includes a monthly allowance for company research. It supports prospecting and message preparation while leaving sales decisions to users.
    Starting Price: $1,000/seat/month
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    Lorework

    Lorework

    Sociotechnical Limited

    Lorework is an AI coworker for letting agencies and other teams that manage routine operational work. It learns an organization’s procedures, templates and reference material to answer questions, prepare updates and carry out scheduled checks and follow-ups. Staff can work with it through in-app chat, while tenants receive approved progress updates and confirmations by SMS. For Scottish letting agencies, workflows include triaging repair reports, asking follow-up questions, applying the agency’s process, and routing jobs to staff to arrange contractors. Lorework can work through existing web systems, maintain a record of completed tasks, and show sources behind prepared answers. Teams decide when approval is required before the system writes or submits information, so staff review prepared work and retain responsibility for next steps.
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    OptiFlow Merchant

    OptiFlow Merchant

    OptiFlow Technologies

    OptiFlow Merchant gives builders merchants and trade suppliers an agentic AI sales agent called Otis. Otis answers product enquiries, builds priced and stock checked quotes and takes orders on the website and at the trade counter, working live on top of the merchant's existing ERP (Epicor BisTrack and Prophet 21, Kerridge K8, Intact iQ, Microsoft Dynamics 365 Business Central, SAP Business One, OGL, Sage 200, Merchanter) and ecommerce platforms including Shopify, WooCommerce, Magento and BigCommerce. It never replaces the ERP; it acts inside it. OptiFlow Technologies also offers OptiFlow Quote (instant priced quotes from a job description, materials list or plan), a WhatsApp agent, an AI receptionist (OptiFlow Lite), contract and cost monitoring (OptiFlow Watch) and 25+ free trade calculators. Built in the UK for UK and Ireland businesses.
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    ActiveLens

    ActiveLens

    ActiveLens

    ActiveLens is an AI layer for teams that work on the phone, capturing calls and meetings, answering questions from company documents while conversations happen, turning what was said into tasks, and updating the CRM. It works across phone calls, softphones, desk phones, mobile phones, online meetings, and in-person meetings without requiring a phone-system replacement or a bot to join the conversation. Capture happens on the device rather than inside the meeting platform, allowing the same workflow to work across different dialers and communication channels. Calls are turned into structured summaries covering participants, purpose, client context, what was discussed, and what was agreed, with templates controlling length, tone, structure, and AI rules. Full transcripts include speaker identification and can provide line-by-line translation, while company documents and web information can explain products, terms, and jargon during a conversation.
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    Fratera

    Fratera

    Fratera s.r.o.

    Fratera is procurement-first contract and supplier management software for small and growing businesses. Connect supplier records, contracts, commitments and renewal deadlines in one searchable workspace. Know what you agreed and who acts next. Track notice periods and obligations, route approvals by delegated authority, and sign electronically with built-in e-signing. Vendor 360 brings each supplier’s contracts, risks, issues and review history together. Build reusable workflows with forms, questionnaires, conditional steps and approvals. Pro SRM adds supplier assessments, purchase requests and purchase orders. Collect missing data from colleagues and suppliers without exposing underlying records. AI assists with contract intake and answers questions with document references; people review changes. Each customer gets an isolated database, EU or US hosting and granular access controls. Readers, approvers and signers are unlimited and free. A 14-day trial is available.
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    Threekit

    Threekit

    Threekit

    Threekit is an AI-native quoting platform that helps manufacturers make products easier to configure, quote, and sell. Sales reps, dealers, and customers can submit requirements through voice memos, photos, documents, or guided experiences and receive a valid, configured quote in seconds. The platform includes an AI Quote Agent that generates quotes grounded in product rules and pricing, a Web Leads Agent that qualifies inbound visitors, and a visual configurator with real-time 3D rendering and AR. Threekit enforces complex product rules to ensure only valid configurations, calculates real-time pricing, and passes structured output directly to Salesforce CPQ, Oracle CPQ, Infor, ERP, and order entry systems without re-keying. It deploys in 90 days alongside existing systems. It serves manufacturers in building materials, furniture, heavy equipment, medical devices, and industrial automation. ISO 27001 certified with governed AI that prevents hallucinations.
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    Korso

    Korso

    Korso

    Korso builds autonomous workflow agents for manufacturers. Its flagship agent, Atlas, runs on top of existing ERP and CRM systems to automate RFQ-to-quote, purchase-order coordination, supplier follow-up, approval routing, and other operations workflows. Atlas monitors ERP data, email, and related systems, then takes action autonomously with policy controls and human approval gates for higher-risk steps. Teams can define workflows in plain language, and Atlas retains that operating knowledge for future execution. Atlas also works inside existing communication channels, including Slack and Microsoft Teams, so updates, escalations, and approvals happen where teams already operate. The result is auditable, human-in-the-loop automation that improves operational coordination without replacing the system of record.
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    Travel Tree

    Travel Tree

    Travel Tree

    Travel Tree is a browser-based travel operations platform for destination management companies, tour operators, and travel agencies. It combines an AI-assisted itinerary builder and quotation calculator with tools for importing existing itineraries from files or links, editing trip plans, managing prices and optional services, and sharing branded proposals through secure client links. The platform also includes a travel CRM for inquiries, clients, and suppliers; booking and payment workflows; invoices; supplier price-list handling; and client-facing trip documents such as vouchers and booking references. Teams can publish itineraries on their own websites, prepare proposals in multiple currencies, and translate itinerary content for travelers. Travel Tree is delivered as a cloud web app and is used to organize trip planning, sales, and post-booking operations.
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    Marsell

    Marsell

    Bono Network

    Marsell is a web-based AI marketing and sales workspace for solo founders, small businesses and teams. It learns a business’s brand voice and visual style, then helps plan and carry out recurring marketing and sales work. Users can draft social posts, articles, emails, images, carousels, videos and landing pages; schedule and publish content to connected social accounts; research online communities and competitors; and find prospects and prepare outreach that users initiate. Contacts, conversations, follow-ups and performance results are organized in one workspace. Users can guide work, pause it or require approval, while organizations and team roles support collaboration. Marsell also offers an MCP connection for linking an external AI assistant to its workspace. Paid plans start at $49/month, and an interactive product demo is available.
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    SourceX

    SourceX

    SourceX

    SourceX is a web-based data transaction platform and managed sourcing service that connects businesses holding proprietary operational records with AI labs and developers seeking datasets for model training and evaluation. It qualifies suppliers, matches requests to potential sources, and coordinates rights review, permitted uses, privacy preparation, licensing, delivery, and payment. Buyers submit data domain, volume, format, history, and intended use; supply is sourced to order, not from guaranteed stock. Businesses review proposed terms and authorize each release, and a company assessment can be completed without uploading files or committing to a license. Potential datasets include support and sales histories, engineering and IT records, business documents, finance and legal workflows, and physical-work recordings. Dataset availability, preparation, licensing rights, and terms depend on the participating data owner and are agreed for each engagement.
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    Needle

    Needle

    Needle

    Needle is an AI-powered outbound sales automation platform that enables businesses to discover prospects, build lead lists, and execute personalized outreach campaigns through autonomous AI agents. The platform supports prospect discovery through LinkedIn, LinkedIn Sales Navigator, Instagram, and business location searches. Its AI-powered messaging capabilities generate personalized outreach based on prospect profiles, social media activity, previous conversations, and ideal customer profile criteria. Users can create multichannel campaigns across LinkedIn, Instagram, and email with automated sequences, follow-ups, and engagement tracking. Needle provides a Model Context Protocol (MCP) server and REST API that allow AI assistants such as Claude, ChatGPT, and Cursor to manage prospecting and outreach workflows. The platform also includes campaign analytics, account-level sending limits, suppression lists, approval workflows, and proactive AI agents for supporting sales.
    Starting Price: $69/account/month
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    Airspeed

    Airspeed

    Airspeed

    Airspeed is an AI-native revenue platform that unifies conversation intelligence, revenue intelligence, CRM automation, deal execution, forecasting, and sales coaching. The platform turns customer calls, emails, support tickets, and deal activity into CRM updates, deal signals, follow-ups, coaching plans, and pipeline insights automatically. Revenue teams can use Airspeed to ask questions across every conversation, identify risks, surface blockers, draft re-engagement emails, update CRM fields, and prepare reps before calls. Its agents can run playbooks, flag stalled deals, detect closed-won patterns, summarize account concerns, sync MEDDIC fields, and deliver coaching recommendations without manual admin work. Airspeed integrates with tools such as Salesforce, HubSpot, Slack, Gmail, Outlook, Zoom, Teams, Outreach, and other major revenue systems.
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    Cobl

    Cobl

    Cobl

    Cobl is an AI deal assistant for sales teams that helps run every deal from first signal to signed contract. While a CRM tracks the pipeline, Cobl’s proactive agents understand where each deal stands, surface the next move, and do the work, including follow-ups, proposals, slide decks, security questionnaires, business cases, and complete RFP responses. It connects CRM data, emails, calls, files, and company knowledge so every asset is built from the actual deal, past wins, pricing rules, and the organization’s way of selling rather than from generic prompts. Cobl captures CRM updates, meetings, client questions, and deal strategy, then produces the right asset for the right stakeholder at the right moment. For RFPs, it can qualify opportunities, analyze requirements, compare offers, answer questionnaires, draft technical memos, build proposals, and keep the entire bid inside one workspace.
    Starting Price: €49 per month
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    rivonOS

    rivonOS

    Acres4u Technologies Pvt Ltd

    rivonOS is coworking and managed-office management software designed for operators in India. Members use a mobile-friendly web app, with no app download required, to book rooms, invite guests, report problems, view benefits and follow events. Centre teams manage visitors, bookings, service requests, parcel deliveries and events from one workspace. Business teams can track leads and live inventory, prepare quotes with discount approvals, manage agreements, issue GST invoices, record TDS and collections, and handle renewals. Leadership dashboards show occupancy, revenue and outstanding dues across centres. The platform is intended for coworking, managed-office and flexible-workspace operators, including centre and community managers, sales and finance teams, executives and members. It supports workflows for operating one centre or a multi-centre portfolio.
    Starting Price: ₹4,900/centre/month
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    DeepRFP

    DeepRFP

    DeepRFP

    DeepRFP is AI RFP software for proposal teams, consultants, and small businesses that need help preparing RFP responses and narrative proposals. The platform organizes each bid, tender, solicitation, or proposal opportunity into a workspace where users can upload RFP files, company content, past performance, technical material, and other reference documents. DeepRFP uses proposal-focused AI agents and workflows to support RFP analysis, requirement review, compliance analysis, compliance matrix creation, proposal drafting, questionnaire responses, pricing strategy, and proposal review. Users can generate analysis reports, proposal drafts, compliance briefings, pricing narratives, proposal reviews, and compliance matrices, while Ask Anything provides shorter, on-demand answers inside the workspace. DeepRFP is designed for small businesses, proposal consultants, government contractors, and lean proposal teams that want practical proposal workflows without enterprise software bloat.
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    Smartnotation

    Smartnotation

    Smartnotation

    Smartnotation is an easy-to-use, voice-enabled meeting minutes solution. Your notes, actions and decisions are easy to manage and your information is always available. Above all, it takes away unnecessary overhead allowing you and your team to focus on your core business. Prepare meeting minutes with your voice and by keyboard. Once a note, an action or a decision has been agreed, just capture the highlights in Smartnotation. On approval, your team members and external participants will be notified to review the minutes and follow-up on their actions. Smartnotation can be used by any company and organization in all industries to manage the meeting process. It is typically used to structure and to optimize. In the end it is all about saving valuable time and as a consequence, increasing productivity and getting to the next level. In general, small companies and organizations use Smartnotation to structure their meeting and communication workflow.
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    Sybill

    Sybill

    Sybill

    Sybill is an AI-powered sales intelligence and automation platform that captures deal context and automates administrative work for revenue teams. The platform records information across sales calls, meetings, emails, Slack conversations, CRM records, documents, and connected applications to maintain an up-to-date understanding of each deal. Sybill automatically updates CRM fields after sales conversations and can generate follow-up emails, call summaries, meeting preparation materials, proposals, collateral, and other sales content. Sales representatives and leaders can ask questions in natural language about buyers, blockers, risks, pipeline health, coaching, and forecasting and receive answers with citations. Sybill learns from previous wins and losses to identify patterns in active opportunities and recommend actions such as where to focus, who to engage, when to multithread, and how to unblock a deal.
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    telli

    telli

    telli

    telli is an AI-powered call automation platform designed to handle outbound and inbound phone outreach for businesses, letting AI voice agents carry out natural, human-like conversations to qualify leads, book appointments, or transfer warm leads to human agents. It uses smart dialing strategies, dynamic number rotation, and automatic callbacks to maximize pick-up rates and supports multilingual voice agents with natural accents to engage customers in different languages. It integrates with CRM systems, calendars, and customer workflows so calls can trigger actions like scheduling, data capture, or lead handoffs, no manual dialing or follow-up needed. Calls are transcribed and summarized, providing analytics on outcomes, sentiment, and topics, allowing teams to track performance at scale and refine outreach strategies. telli enables businesses to reach leads quickly after acquisition, nurture, re-engage, or follow up via phone, SMS, WhatsApp, or email.
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    Calitem

    Calitem

    Calitem Tech

    Calitem helps purchasing, operations and accounting teams control supplier costs and automate invoice processing. It extracts data from invoices, purchase orders and delivery notes, tracks purchase price changes, and compares references, quantities, prices and taxes across available documents. It flags overcharges and discrepancies for review. Teams configure approvals by amount, supplier, entity or cost center. Calitem assigns accounts, subaccounts and cost centers at line level, generates journal entries and sends the result to the existing ERP through native integrations or an open API. Checks depend on the documents and agreed terms available; integration scope depends on the connector and configuration.
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    Versorgia

    Versorgia

    Nelten Public GmbH

    Versorgia is a German-language operations platform for utility and energy-supply teams. It brings customer and contract records, meter and energy data, operational cases, tasks and supporting documents into connected workflows. The website includes product views, a demonstration using sample data and specialist information about German utility processes. Prospective customers can describe their needs by utility sector, volumes and interfaces. Implementation includes a review of existing data, controlled migration and documented acceptance. The production scope and required interfaces are agreed and approved for each implementation. Versorgia is operated by Nelten Public GmbH in Dresden, Germany. Business phone: +49 351 44289997.
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    Oprivia

    Oprivia

    Brander Consulting

    Oprivia is a Swiss modular B2B SaaS platform for post-booking operations. It helps accommodation businesses solve a defined operational gap without replacing their PMS or booking channels. Four modules cover guest registration, identity and required-data verification, guest cases, and service or partner work orders. Each case remains linked to the correct stay, property, responsible role, status, deadline, evidence, approval, escalation, and documented outcome. Oprivia has three operating models. Self-Managed Operations provides the platform while customers coordinate their own teams and providers. Supported Operations adds agreed case and service-partner coordination. Portfolio Management provides cross-property oversight, governance, and reporting for multi-unit operations. Customers can start with one scoped workflow and expand across properties, roles, and teams. Integrations, data migration, and additional development are assessed and agreed separately.
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    Workely

    Workely

    Workely

    Workely is a web-based lead-response and quoting platform for home-service businesses. It captures inquiries through website forms, applies each company's pricing rules and limits to prepare a quote, and holds requests needing judgment for owner review. Owners can approve quotes before sending or enable automatic sending. Quotes include a booking link, and Google Calendar integration displays available appointment windows. Workely follows up with leads at one hour, one day and three days, stopping when they book or opt out. It records customer, quote and job details alongside the CRM a business already uses. The platform is aimed at home-service operators, including pressure washing, lawn care, cleaning and pest-control businesses.
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    HubSpot Agent Hub
    Agent Hub is HubSpot’s central workspace for building, running, and managing AI agents across marketing, sales, and customer service. Agents work with live CRM data so they have the customer context needed to build demand, win deals, and serve customers. Teams can activate ready-made agents or build custom agents on a single canvas using their own prompts, knowledge, tools, CRM data, and connected third-party apps, without coding. Prospecting Agent monitors buying signals and launches personalized outreach, while Smart Deal Progression suggests next steps, CRM updates, and follow-ups after sales calls. Customer Agent resolves common inquiries and qualifies leads across channels using real contact and contract history, freeing service teams for cases that require human attention. Data Agent answers questions about contacts and companies using CRM data, calls, emails, and documents, helping teams research customers and prioritize accounts faster.
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    Ratiba

    Ratiba

    Ratiba

    Ratiba is proposal and itinerary software built specifically for safari operators, tour companies, and DMCs. It replaces Word docs, Excel costing sheets, and static PDF quotes with one web app where your team builds day-by-day itineraries, prices them automatically, and sends interactive online proposals clients can view, comment on, and approve from any device with no login. Key features: a visual itinerary builder with reusable templates and AI-assisted planning; a content library of your lodges, activities, and parks; an automatic cost-plus pricing engine with rate cards, meal plans, seasonal rates, and multi-tier park fees; branded, mobile-optimized web proposals with comments, PDF export, and multi-language support; client CRM; and multi-user team workspaces with flat-rate, non-per-seat pricing. A modern alternative to Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal for teams who want faster itineraries and premium proposals that close more.
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    MightyCrews

    MightyCrews

    Cloudline Software Ltd.

    MightyCrews is cloud-based field service management software for small trade and home-service businesses, including plumbing, HVAC, electrical, landscaping, roofing and cleaning companies. It brings customer records, estimates, job scheduling and dispatch, field-worker workflows, invoicing and payments together. Businesses can prepare tiered quote options for customer approval, accept online bookings, assign work to people or crews, and let field staff update jobs from mobile devices. Customer accounts support viewing service history, approving estimates, paying invoices and booking follow-up work. The Full Suite plan adds a website price estimator, review requests, memberships, timesheets, job-profit reporting and QuickBooks synchronization. MightyCrews offers a free plan with unlimited office and field-worker users; paid plans are charged per field worker, while office users remain free.
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    EchoQuote

    EchoQuote

    LeadLifter

    Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.