Alternatives to WeLevel
Compare WeLevel alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to WeLevel in 2026. Compare features, ratings, user reviews, pricing, and more from WeLevel competitors and alternatives in order to make an informed decision for your business.
-
1
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. -
2
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
3
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. -
4
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
5
Postly
Postly Technologies, Inc.
Postly is an AI-powered content creation, publishing, and marketing automation platform for creators, agencies, startups, and teams. Plan campaigns, create on-brand text and images with AI Studio and Brand Kit, collaborate through approvals, and publish across social networks, blogs, email services, messaging channels, Google Business Profile, and Bio Pages. Top capabilities include a visual content calendar, bulk and recurring scheduling, Auto Post workflows, a unified social inbox, analytics, a content library, Postly CRM, and web and mobile apps. Extend Postly with its REST API, signed webhooks, Google Sheets and no-code connectors, plus MCP integrations for ChatGPT, Claude, Gemini, custom assistants, and other compatible AI agents. Postly is built and operated by Postly Technologies, Inc. at postly.ai and is not affiliated with any unrelated legacy social network using the Postly name.Starting Price: $16/month -
6
Loomly
Loomly
Loomly is the Brand Success Platform that empowers marketing teams to manage, nurture and amplify brand success on social media. As an all-in-one collaborative solution, Loomly allows you to manage your brand assets with Library, fuel your storytelling with Post Ideas, polish your content with Post Optimization Tips, control your brand messaging with Post Mockups & Approval Workflows, reach your audience with Native Scheduling, Post Targeting, Post Sponsoring & Ads Manager, engage with your community through Interactions and measure your performance with Advanced Analytics. Loomly is available via a monthly or yearly subscription and you can try it for free for 15 days (unlimited features, no credit card required, no obligations).Starting Price: $32.00/month -
7
Smarter Contact
Smarter Contact
Smarter Contact is an AI-Powered Text and Voice Communication platform. It provides an all-in-one integrated platform to: - Engage contacts to consistently have more conversations; - Nurture contacts though the funnel; - Close deals by turning leads to revenue; - Measure results to scale what works or fix what doesn’t. Build relationships, engage leads, close deals, and achieve your earning potential up to 10x faster. Key factors that make Smarter Contact stand out include: - All-in-One Platform - Rapid 10DLC Approval - Industry-Leading Deliverability - AI-Powered - Automation and Scale, including automated campaigns and workflows - Built-on TCPA Compliance Safeguards - No Daily Limits/Restrictions - User-Friendly Interface and Automation - Mobile App AccessStarting Price: $597 per quarter -
8
EngageBay
EngageBay
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.Starting Price: $10.79/user/month (biennially) -
9
Constant Contact Lead Gen & CRM
Constant Contact
At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals. Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion. Attract - Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales. Nurture - Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever. Grow - Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.Starting Price: $199 per month -
10
GoHighLevel
HighLevel
HighLevel is an AI-powered CRM, marketing automation, and business management platform that helps businesses and agencies generate leads, manage customer relationships, and automate sales processes. The software combines contact management, sales pipelines, email and SMS marketing, appointment scheduling, website building, and customer communication tools in a centralized workspace. Its workflow automation capabilities allow users to create personalized follow-up sequences, nurture leads, manage appointments, and automate repetitive sales and marketing activities. HighLevel also provides AI-powered voice agents, conversational assistants, content generation, and reputation management tools to improve customer engagement. Businesses can build landing pages, sales funnels, membership sites, online courses, and payment workflows without relying on multiple disconnected applications.Starting Price: $97 per month -
11
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 -
12
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 -
13
FIREBusinessPlatform
1400degrees
Establish and organize your businesses’ customer and contact information, which is the cornerstone to sales, marketing, and support activities. Harness the power of marketing automation and improve your business engagement from awareness, through purchasing to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities. Remove the boundaries of distance, by adding the power of face-to-face video conferencing to all your sales, marketing, support, and business activities. Harness the power of marketing automation. Improve your business engagement from awareness, through purchasing, to advocacy. Achieve greater efficiency and business velocity by leveraging team collaboration for all sales, marketing, and support activities.Starting Price: $19 per month per user -
14
ActivePipe
ActivePipe
ActivePipe is an innovative email marketing platform that uses intelligent automation to nurture clients and generate leads. Designed to solve the specific challenges of real estate professionals, ActivePipe enables its users to build relationships at scale and unlock the hidden opportunities in their database. Let the power of email automation nurture your clients in the background and build relationships at scale. Set it up once and ActivePipe nurtures your prospects along the funnel, connecting you with the best leads every day. Spend more time selling and less time marketing. Top agents respond to 100% of their leads in under 100 mins. ActivePipe makes this easy by identifying high value prospects that are ready to buy or sell right now. Get leads delivered straight to your inbox at the exact moment people are ready to act. Know what clients need before you even pick up the phone.Starting Price: $300 per month -
15
CrmOne
CrmOne
CrmOne is an integrated marketing, sales, support, and CRM solution designed to help small to midsize enterprises acquire, engage, and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime. Features of CrmOne include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management, and more. It comes with Free CRM Software, which allows firms to manage and track all activities across customers, leads, and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement, and more.Starting Price: $59/month/5 Users -
16
Qebot
Qebot
Manage all of your business software in a single platform. Single sign-on, increased team productivity, and better automation through tool centralization. What makes having all of your tools in a single, centralized platform so great? By having all of your tools in a single platform, managing you day-to-day just became a whole lot easier. Qebot Partners with the best software companies in the world, integrating their technology into a centralized platform - then we take it a step further. Centralizing your digital tools can save you time and money while managing and growing your business. The Qebot platform is built with some of the most highly rated, and scalable products on the market. Everyone from large marketing agencies, franchise corporations, and media conglomerates, to locally owned businesses and sole proprietorships drive success with Qebot's tools. There's a set of applications for every business.Starting Price: Free access -
17
CRM Aven
CRM Aven
CRM Aven is your lifeboat. This all-in-one platform brings project management, sales, finances, team chat, and HR together. Seamlessly collaborate, nurture leads, and watch your business thrive – all without the hassle of switching between apps. It's time to simplify your work life and let CRM Aven guide you to success.Starting Price: $48 per month -
18
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
19
Full Scope Freelancer
Full Scope Freelancer
Full Scope Freelancer providers small business owners and the self-employed with a powerful set of tools to build, manage, and market their products and services. Instead of offering tiered pricing that keeps you paying more and more every time you want to upgrade your business, Full Scope offers every tool in its arsenal for one easy price. Finally, you can affordably and flexibly scale your online business with: - Websites - Funnels - Social Media Manager - Email Marketing - Blogs - Invoicing - Contracts - CRM - Online Store - Order Forms - Surveys - Reputation Management - Affiliate Management - Courses - Communities - Contacts - And more! With a 14-Day free trial, you can see for yourself how powerful this software will be for your business!Starting Price: $35/month -
20
GetBiz
GetBiz Solutions
GetBiz is an all-in-one business management and automation platform designed to help businesses manage customers, sales, marketing, communication, and daily workflows from one centralized solution. GetBiz CRM helps teams capture and manage leads, organize customer information, track sales activities, manage pipelines, automate follow-ups, and improve customer relationships. Its WhatsApp automation tools enable businesses to manage conversations, create chatbots, send broadcasts, and engage customers more efficiently. GetBiz also provides email and campaign management tools for newsletters, promotional campaigns, follow-ups, and automated customer journeys. By combining CRM, marketing, communication, and automation features, GetBiz helps businesses reduce manual work, improve productivity, strengthen customer engagement, and support sustainable business growth.Starting Price: $199 -
21
Dewy
Dewy
Dewy is a comprehensive growth platform combining CRM, lead nurturing, and sales training designed specifically for medical and aesthetic practices. It helps practices track, manage, and convert leads through customizable pipelines and automated email and SMS nurturing funnels. Dewy integrates seamlessly with popular EMR/EHR systems like Meevo, Zenoti, and EMA by ModMed, as well as ecommerce and communication tools such as Square and MessageMedia. The platform is HIPAA-compliant, ensuring patient data privacy while providing powerful marketing automation. Practices like Clarus Dermatology and Cool Contours use Dewy to streamline sales processes, increase patient retention, and boost lifetime value. With expert sales training and US-based support, Dewy empowers medical practices to optimize growth from lead capture to conversion.Starting Price: $399/month -
22
Kemo SaaS
Kemo SaaS
Kemo SaaS is an all-in-one marketing and sales software designed to streamline workflows and improve results for businesses of all sizes. It offers a variety of features including: Website builder: Create a website to showcase your business and capture leads. Form builder and survey maker: Create forms and surveys to collect data from potential and existing customers. Chat widget: Chat with website visitors in real time to answer questions and convert leads. Sales funnels: Design sales funnels to guide potential customers through the buying process. Analytics and reporting: Track key metrics and measure success to improve your marketing and sales strategies. CRM: Manage your customer relationships and track interactions. Payments and invoicing: Process payments and send invoices to customers. Courses and memberships: Create and sell online courses and memberships.Starting Price: $49 per month -
23
Zuitte
Zuitte
50+ powerful tools that help everyday entrepreneurs run and grow their businesses from one convenient location. Master the essentials and without breaking the bank! Zuitte offers a full stack of software designed specifically for modern entrepreneurs to help run and grow your business from one convenient app. Zuitte software is purpose built for dropshippers, Amazon FBA sellers, YouTubers, social influencers, freelancers, and everyday entrepreneurs for mastering the business essentials without breaking the bank. Zuitte combines the core functionality of all your favourite apps into one place to make growing your business easier than ever. Build and connect your messenger bot to Zapier for advanced automation, send emails from your own unique mail servers, view SimilarWeb enhanced analytics on market leading competitors and more! Grow, market, and manage your business without the hassle of multiple logins and excessive monthly fees.Starting Price: $79 per month -
24
Coherence
Coherence
Coherence is an AI-native, all-in-one platform to run your business. Start and run your business with the power of AI. You do the work. Coherence handles the website, the tools, and finding your next customer.Starting Price: $12/month/user -
25
Grow In Cloud
Grow In Cloud
Grow In Cloud offers a free, easy-to-use, customizable client site where visitors can book appointments, share documents, make online payments, and much more. If you already have a website, our live web widget easily integrates and allows you to take appointments and capture leads. A live web widget is a perfect way to collect details of new leads and increase the chances of converting these into customers through instant response. Thanks to our instant notification feature which instantly informs you of any new contact forms submitted via live web widget. Online invoicing with Grow In Cloud lets you create and send invoices from anywhere. Our easy-to-use online invoicing tool saves you time and enhances your client communication experience. You can also get paid instantly with Grow In Cloud’s online payments solution. Grow In Cloud works seamlessly with payment gateways such as Paypal and Stripe for multiple currency payment processing at low fees.Starting Price: $12.76 per month -
26
Zenible
SAS Data Services Ltd
Zenible is an AI-powered business platform designed to help freelancers and solo entrepreneurs manage and grow their businesses. It combines tools like CRM, invoicing, calendar management, and meeting intelligence into a single system. The platform includes AI advisors that provide guidance on sales, growth, content, and mindset. Users can automate administrative tasks and capture insights from meetings through real-time summaries and action items. Zenible also helps manage leads, clients, projects, and financial tracking without switching between multiple tools. Its meeting intelligence feature records and analyzes conversations to improve decision-making and follow-ups. The platform integrates with tools like Stripe, Google Calendar, Zoom, and Microsoft Teams for seamless workflows. By combining automation and expert guidance, Zenible helps users run their business more efficiently.Starting Price: $27/month -
27
Tidyrise
Tidyrise
Tidyrise is a Social Media Management tool where we harness the power of social listening to unlock invaluable user insights and drive meaningful engagement. Our AI-powered platform taps into data across platforms like YouTube, Twitter, Facebook, Reddit, Instagram, LinkedIn, and Google Business, helping customers build a loyal fanbase that propels their brand to new heights. Tidyrise suggests the best way to engage with customer's audience, saving them time and ensuring consistent, meaningful engagement while not losing the human touch. Tidyrise goes further by helping customers create a loyal fan list. We filter through comments on customer social media accounts, prioritizing and responding to those that require immediate attention. This not only creates more fans but also nurtures them into marketable sales channels for growing revenue.Starting Price: $29/month/user -
28
TrueValue Platform
TrueValue Platform
TrueValue Platform is a comprehensive connected business software platform that integrates CRM, Appointments, Marketing, Site Flow, Task Management, PBX, HR, and Payroll Products into a unified ecosystem. It streamlines workflows across sales, operations, communication, marketing, website management, and workforce processes. Users can manage leads, track tasks, schedule meetings, handle employee payroll, generate reports, and automate marketing campaigns from a single platform. The platform also supports collaboration among teams, centralizes data, improves efficiency, and ensures real-time visibility across departments. Designed for small to mid-sized businesses and enterprises, TrueValue Platform boosts productivity, simplifies operations, and helps organizations optimize resources while maintaining structured and consistent business processes.Starting Price: $0 -
29
Alore
Alore
Alore Growth OS. Alore consolidates your growth tech stack and offers everything needed to run your growth function at scale. Engage with visitors on your website, capture their information and build relationships via email and social media marketing. Find new prospects or nurture relationship with existing ones. Monitor and track performance of sales team. Always stay on top of your sales game. Put your funnel into autopilot. Generate more leads and deals constantly and grow your revenue 10x faster. Nurture, follow up and re-engage effortlessly. 100x more follow up actions on Autopilot. Alore CRM is your Sales Machine that will create ongoing, predictable revenue for your company from Day 1. Alore CRM offers everything needed to run a sales team at scale - from finding business email addresses to running automated drip campaigns to monitoring the performance of sales teams. It’s the only sales tool that your business will ever need.Starting Price: $49 per user per month -
30
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 -
31
FlowQi
FlowQi Group B.V.
FlowQi is a powerful all-in-one business management platform that combines CRM, Project Management, and Workflow Automation into one intuitive solution. Designed for SMEs and growing teams, FlowQi helps you streamline your entire business process, reduce complexity, and improve productivity. With FlowQi, you can manage customer relationships, track sales pipelines, organize projects and tasks, and automate repetitive processes—all from one centralized dashboard. Our modular structure lets you start small and scale as your needs grow. Key Features • CRM: Store and manage all customer data, track interactions, and monitor deals in real-time. • Sales Management: Build sales pipelines, forecast revenue, and automate follow-ups. • Project Management: Plan projects, assign tasks, set milestones, and track progress easily. • Task Management: Stay organized with to-do lists, priorities, and deadlines. • Workflow Automation: Save time by automating approvals and notificationsStarting Price: €20/user/month -
32
Ohana360
Ohana360
Ohana360 is an all-in-one business cloud for growing teams. It brings CRM, customer service, marketing, invoicing, HR and knowledge management together in one connected platform, so the whole company runs on a single system instead of spreadsheets and disconnected tools. Core apps: Sales360 (leads, opportunities, quotes, pipeline), Service360 (cases, SLAs, support), Marketing360 (campaigns, segments, email), Finance360 (quotes, invoices, payments) and HR360 (people, leave, expenses, recruiting). Add-ons: knowledge base, surveys, newsletters, tasks, WhatsApp, customer portal, analytics. Industry editions for law firms, real estate agencies, clinics, hotels, online stores and influencer agencies. Enterprise-grade structure without the complexity: role-based permissions, two-factor authentication, audit logs, reports, automation flows and custom objects. Native iOS and Android apps included. Flat pricing per app and organization in EUR, 14-day free trial.Starting Price: €150/month per app (annual bil -
33
Lendware
Lendware
Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place. -
34
DSS
Foster Web Marketing
Dynamic Self-Syndication™ (DSS) is our powerful, marketing automation software that will allow you to take your law firm or medical practice to the next level. Sick and tired of managing several tools for your marketing and manually trying to connect the dots to see what is working and what isn't? DSS allows you to easily manage your website, traffic, leads, email marketing, reputation, social media, and local listing, in one easy-to-use tool. No need to pay for separate tools or software! This is why DSS is not just a CMS like WordPress, it's marketing automation software that will put you light years ahead of your competition! DSS CRM allows you to create automated email drip campaigns, newsletters and email follow-up sequences for your contacts. A targeted email campaign allows you to speak directly to the needs of your users. Create branded newsletters populated with links to content on your site to stay in touch with your contact list and nurture your leads. -
35
Bizmated Stack CRM
Bizmated
Bizmated is an all-in-one marketing and CRM platform designed for agencies and businesses to streamline their marketing, sales, and client management workflows. It offers a comprehensive suite of tools, including automated workflows, email and SMS marketing, funnels, landing pages, pipeline management, and reputation management. With Bizmated, users can centralize client communications, manage leads, automate repetitive tasks, and track conversions, all from a single, customizable platform, making it a powerful solution for scaling and optimizing agency operations.Starting Price: $99 per month -
36
Ambivo
Ambivo
Get organized and follow up on appointments and reminders. Engage your leads and create accountability for everyone on your team. Unlock the power of AI to elevate your notes, emails, and client correspondence. Ambivo is where all business owners turn to build a thriving business for their team. Enjoy working with an all-in-one solution. More closings with our state-of-the-art CRM system. More vacations when you let go of the manual work and use a robust automation system. Optimize your CRM and business processes with our AI empowerment suite. Get guidance on nurturing clients, closing deals, and maximizing profits. Enhance communication and automate tasks easily. Capture leads efficiently with customizable widgets. Gain valuable insights through flexible reporting solutions. Ambivo is the go-to platform for business owners looking to establish a successful business for their team. Ambivo provides specialized modules tailored for real estate and insurance brokerages.Starting Price: $29.99 per month -
37
improveit! 360
improveit 360
Effortlessly manage customer and prospect relationships, measure performance, and improve your processes with a 360-degree view into your remodeling and home improvement business that you can access anytime, anywhere. Receive your leads instantly, and effectively nurture them to buy. From automated communications to block scheduling, improveit 360 features will cut out tasks that slow you down and help get you to the sale faster by leveraging. Reach homeowners and start getting the most out of every lead and customer. Whether you want to close more deals or simply streamline follow-ups, you can create more selling opportunities for your home improvement business by taking advantage of. Make your cash flow more predictable, increase team collaboration, and manage all jobs in one place using improveit 360’s project management tools.Starting Price: $150 per month -
38
SMS-iT
SMS-iT
SMS-iT is a semi-sentient communication focused CRM for sales and marketing. It is an all-in-one system designed for infinite growth, providing a comprehensive suite of tools for lead acquisition, client nurturing, sales management, and client retention. It offers more than 50 sales and marketing tools, including built-in artificial intelligence, unlimited calling and texting, smart inbox with messaging channels, funnel and site builder, social media planner, appointment booking system, & much more. SMS-iT is semi-sentient because it can understand and interpret text inputs, make contextually relevant suggestions or responses, and learn from user interactions to future interactions. Additionally, SMS-iT CRM stands out with features like SIM card integration, advanced AI capabilities for messaging and marketing, an ecosystem of 30 SMS gateways, and blockchain and IoT capabilities. It is tailored to help businesses scale faster and save costs on their monthly software expenses.Starting Price: $299/month -
39
Dubsado
Dubsado
Our suite of tools and features lets you outsource the repetitive work to Dubsado—so you can get back the time and energy for the work you were hired to do. Dubsado is a business management solution designed to cut out the busywork. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish. From capturing leads on your website, to automatically following up with a questionnaire based on the client's input, or sending them a proposal that will make them eager to select those big-ticket packages, we've got you covered. Book a 1:1 demo with us! And try us out for free (with no time limit!)Starting Price: $35 per month or $350 per year. Try us out for free with no time limit -
40
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 -
41
Centripe
Centripe
Centripe is an all-in-one AI-powered growth platform that replaces dozens of scattered tools with a unified system built specifically for scaling agencies. It streamlines the entire customer journey—from capturing leads to nurturing prospects to closing deals—inside one powerful, automation-driven hub. Centripe brings together CRM, AI chatbots, email and SMS automation, pipeline management, scheduling, and full marketing workflows in a single interface. With intelligent agents that work 24/7, the platform accelerates response times, boosts conversions, and eliminates the gaps caused by slow or manual processes. Agencies can also white-label the entire platform, transforming Centripe into their own branded offering for recurring revenue. Designed for fast setup and enterprise-grade capability, Centripe helps teams grow smarter, faster, and with far less complexity.Starting Price: $99/month -
42
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
43
Jumplead
Jumplead
Convert visitors into leads and nurture them into customers. Landing pages and forms. Email marketing. Marketing automation. Lead Management. Live chat & Messaging. Generate and nurture more leads, all the tools you need to grow your business. Boost your website's lead generation by combining lead forms, overlays and landing pages with follow up automations. Every day, potential customers pass through your website as they research their next purchase. But it's not until a dialogue is opened that either you (or a competitor) has the opportunity to shape the conversation that informs their buying decision. Lead forms integrated with your existing website content and used in overlays help convert visitors across your website. Landing pages used in combination with PPC and social campaigns. Follow up automatically with email nurture sequences designed to bring your leads back again and again.Starting Price: $49 per month -
44
CoolLife.io
Cool Life
Cool Life is an all-in-one business management platform that combines CRM, project management, marketing automation, and secure document storage. It provides a unified interface for managing customer relationships, tracking interactions, and guiding contacts through business workflows. The platform includes project management tools that allow teams to oversee tasks, milestones, communications, and documents in real time. Sales and marketing features help businesses create and automate campaigns while staying connected with prospects and customers. Cool Life also offers customizable data dashboards and reporting tools to provide instant insights into business performance. Its secure storage system includes virtual data room (VDR) capabilities with advanced security, encryption, and document tracking. By integrating multiple business functions into one platform, Cool Life helps organizations improve efficiency, scalability, and operational control.Starting Price: $195.00/month -
45
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
46
Cogmento CRM
FreeCRM.com
Free CRM from Cogmento is a cloud-based free solution for customer relationship management and sales force automation. Convert leads into accounts faster with the world's #1 CRM software. Grow your customer base, find new ones, and close faster from anywhere. Quickly follow up on leads, identify key contacts, and more. See a comfortable, customizable view of all of the details of sales at the touch of a button. Manage your pipeline and speed up your sales team. Support every customer on every channel everywhere. Personalize customer care, close cases faster, and deliver support everywhere. Collect and organize all of your support channels and customer information on a single page to quickly help customers, route questions to the right agent and allocate work based on availability & expertise. Reach out and engage your clients and nurture relationships. Personalize your email marketing, engage with mobile and influential social network marketing.Starting Price: $2 per user per month -
47
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. -
48
Zixflow
Zixflow
Customize all you want within Zixflow, to make sure we fit the needs of your business. Drive engagement and conversion using outreach channels your audience loves. Choose any of these channels based on your preference, and automate conversations without any effort. Set up cadences to automatically send messages and follow-ups to nurture your leads. Build an automated workflow in minutes to save hours for repetitive work and focus more on high-value activities, like closing more deals. Craft AI-driven Leadbots that interact with your website visitors and capture their contact details for a steady supply of leads.Starting Price: $19 per month -
49
NordicCRM
Silahub Technologies
NordicCRM is a cloud-based customer relationship management and marketing automation platform for Canadian service businesses, agencies, consultants, and small sales teams. It brings contact records, lead capture, shared conversations, sales pipelines, booking calendars, forms, landing pages, websites, email and SMS campaigns, and workflow automation into one workspace. Teams can assign leads, track opportunities and next steps, schedule appointments, send follow-up reminders, and manage customer activity. The platform also includes review-request and reputation workflows, reporting, and tools for organizing marketing campaigns. NordicCRM offers CAD-billed plans, guided onboarding, migration support, training, and implementation assistance. Availability and limits for communication, AI, and third-party services depend on plan and configuration.Starting Price: CA$97/month -
50
Corcava
Corcava
The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.Starting Price: $9 per seat per month
