Alternatives to Woobot
Compare Woobot alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Woobot in 2026. Compare features, ratings, user reviews, pricing, and more from Woobot competitors and alternatives in order to make an informed decision for your business.
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1
Dialpad Connect
Dialpad
Dialpad Connect is an AI-powered unified communications platform that combines voice, video, and messaging to enhance team collaboration and customer interactions. It features real-time call transcription, automated call summaries, and AI-generated action items to help users stay focused during conversations. The platform integrates seamlessly with popular business apps like Salesforce, Zendesk, Microsoft Teams, and Google Workspace to streamline workflows. Designed for businesses of all sizes, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA and robust disaster recovery. Security and privacy are core priorities, meeting standards like GDPR, HIPAA, and SOC 2 compliance. Dialpad Connect helps companies elevate customer experiences while boosting team productivity. -
2
Titan
Titan
Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale. -
3
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
4
Colby
Colby
Colby is an AI-driven sales assistant embedded as a Chrome extension that automates Salesforce data management through natural language and voice commands. It researches prospects online, enriches lead records, enters and updates contacts, logs meeting notes, adds reminders, and performs bulk data corrections within Salesforce in under a minute, up to 120× faster than traditional report-and-Excel workflows. Designed for seamless integration, Colby requires no installation beyond a browser add-on and no training, automatically understanding your Salesforce context and web-sourced data to populate opportunities and client profiles with in-line citations. Its built-in AI models deliver real-time market research, reconcile conflicting information, and update records at scale, while session-based data deletion ensures user privacy. Regular model updates guarantee continuous improvement with no extra setup. -
5
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
6
AskElephant
AskElephant
AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.Starting Price: $99 -
7
GPTfy
GPTfy
Transform your work with AI-driven automation to Skyrocket revenue, Improve decision-making, and cut costs. Intuitive design for effortless data processing. User-friendly interface that integrates smoothly with Salesforce. Go live in under 60 mins for a faster, seamless experience. Effortlessly integrate ChatGPT to analyze your Salesforce data. Grow confidently while complying with Salesforce governor limits. GPTfy supports growth and maintains compliance, even with large data volumes. GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your sales, customer success, marketing, and other Salesforce users benefit from AI-based automation.Starting Price: $9.99 per month -
8
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
9
Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
10
Sales Sparrow
True Sparrow
You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.Starting Price: Free -
11
CloseBot
CloseBot.ai
CloseBot is an AI-powered platform that helps businesses automate lead qualification and appointment booking through smart, conversational bots. With a no-code, drag-and-drop interface, users can quickly build AI agents that handle chats, schedule meetings, update CRM fields, and more—across unlimited sub-accounts, even on the free plan. Trusted by over 30,000 businesses, CloseBot integrates with major platforms like HubSpot, Salesforce, and Podio, providing a scalable and cost-effective way to convert leads into paying customers without hiring human agents.Starting Price: $49/month -
12
Alta
Alta
Alta is a data-driven AI revenue workforce platform that helps sales, marketing and RevOps teams automate, optimize and scale their go-to-market operations. Its suite of specialized AI agents, such as Katie for outbound prospecting, Alex for calling and lead qualification, and Luna for revenue operations and insights, connects to your CRM, ERP, billing and engagement tools, analyzes more than 50 data sources and enables 24/7 pipeline building, outreach, qualification and performance monitoring. Alta identifies high-intent prospects, personalizes multi-channel outreach (email, LinkedIn, calls), books meetings, updates systems in real time, and delivers actionable dashboards and alerts on performance, revenue leakage, campaign ROI and strategic metrics. With integrations across CRMs like Salesforce and HubSpot, billing platforms and Team collaboration tools, it gives leadership a unified view of revenue data, forecasts, and execution from one platform. -
13
Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
14
WINN.AI
WINN.AI
Winn.AI tracks your AE’s conversations in real-time, letting them know which talking points they’ve addressed and which they still have left to communicate. Reduce your team’s busy work. Winn.AI understands and captures prospects’ answers automatically, and imports it all to Salesforce or HubSpot in a click. Wish you could whisper the next line in your AE’s ear. Winn.AI detects and interprets prospect questions and discretely feeds your reps the information they need to keep the conversation rolling. Winn.AI tracks your conversations in real time, letting you know which talking points you've addressed and which you still have left to communicate. Winn.AI detects and interprets their questions and discretely feeds you the information you need to keep the conversation rolling.Starting Price: $59 per month -
15
Microsoft 365 Copilot for Sales
Microsoft
Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. -
16
Conversity
Aumenta Global Services
Integrate Conversity with your Facebook Messenger and create the most complete customer engagement tool ever. With Conversity at the backend, you can route & distribute incoming chats to your internal teams, manage offline chats, transfer chats amongst your teams, create multi-party conferences etc. With a ton of enterprise-class features Conversity is one of the most advanced & complete customer engagement solutions for Facebook Messenger. With Conversity, you can build custom, interactive, multi-level menus options to help your customers route chats to appropriate teams or departments. You can send info text via the menu options or gather user input before sending the chat to your support team. Conversity integrates with all popular CRM & LMS (Leads Management Systems) like Salesforce, Zendesk, Microsoft Dynamics, Oracle CRM, Hubspot, Marketo, Freshdesk, Zoho, SugarCRM. Conversity also integrates with Content Management Systems like WordPress, Joomla, Magento, etc.Starting Price: $99.00/month/user -
17
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
18
Donna
Donna
Donna is an AI assistant built specifically to support field sales teams by eliminating wasted time and helping them close more deals. It integrates seamlessly with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365, syncing data automatically—even when teams use customized objects. Donna also connects to email and calendar tools such as Outlook, ensuring sales reps always know where they need to be next. With real-time insights and automated updates, it keeps workflows organized so field reps can stay focused on selling rather than admin tasks. Donna is backed by enterprise-grade security, including ISO 27001 certification and full GDPR, CCPA, and SOC 2 compliance. Trusted by more than 100 organizations and rated 4.9/5 on G2, Donna is engineered to simplify and optimize the day-to-day of field sales operations. -
19
Spara
Spara
Spara is the first AI-powered platform that converts inbound website traffic into qualified pipeline—instantly. Our multimodal AI agents engage leads in real time, answer buyer questions, show your product, and schedule meetings with your sales team. Built for hybrid sales teams, Spara automates the top of your funnel—from pre-qualification to demo—so SDRs and AEs can focus on closing, not chasing. Spara includes: Spara SmartBar – AI-powered search and Q&A bar embedded on your site Spara Navigator – A bottom-right AI chat that drives MQL-to-SQL conversion Spara Fullscreen – Full-page interactive demos and buyer flows Spara Email & Voice (coming soon) – AI that nurtures and qualifies beyond the website Spara integrates with Salesforce, HubSpot, Chili Piper, Slack, and other GTM to -
20
Netguru Omega
Netguru
Omega is an internally developed AI agent integrated directly into Slack to supercharge sales workflows by handling routine tasks, surfacing insights, and nudging team members toward best practices, all with minimal friction. It seamlessly connects with core tools like Slack, Google Drive, Apollo, Salesforce, and transcript systems to automate time-consuming chores, generating call agendas, summarizing expert calls, locating relevant documents, and tracking deal progression. Omega operates as a modular, multi-agent system, utilizing specialized roles orchestrated via frameworks like AutoGen to plan, execute, and validate actions within the workflow. This architecture runs on a cloud-native, serverless stack using AWS Lambda and Step Functions, enabling flexibility and scale. Observability and iteration are supported through tools like Langfuse, Promptfoo, CI/CD pipelines, and Terraform. -
21
Riff
Riff
Riff is an AI agent platform designed to automate complex business workflows across enterprise systems. It enables organizations to build and deploy AI agents that handle tasks like reconciliation, exception management, and decision-making. The platform integrates directly with tools such as ERP systems, Salesforce, ServiceNow, and data platforms. Riff allows businesses to move from manual processes to automated workflows in just a few weeks. It empowers domain experts within teams to build and manage AI agents without heavy engineering dependencies. The platform ensures enterprise-grade governance, security, and compliance from the start. Overall, Riff helps organizations improve efficiency and drive measurable business outcomes through AI automation.Starting Price: $49 per month -
22
Microsoft Viva Sales
Microsoft
Viva Sales harnesses the power of generative AI to deliver automatic content creation in Microsoft 365 apps resulting in deeper customer engagement and increased seller productivity. Be more productive by harnessing the power of generative AI on combined CRM and Microsoft 365 data to deliver real-time insights and automatic content creation so you can get back to what you love–connecting with customers. Focus on building relationships by automating and simplifying tasks with AI-generated emails, data collection, and entry. Get more done with actionable insights in the flow of work by bringing together data from Microsoft 365 apps and virtually any CRM system. Keep momentum rolling with AI-driven analytics that provide recommendations and reminders. Always stay up to date, whether your organization operates in Salesforce or Dynamics 365 Sales. -
23
Cirrus Insight
Cirrus Insight
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.Starting Price: $14 per month -
24
Rilla
Rilla
Rilla is a virtual-ridealong sales-coaching platform that gives managers 100% visibility into every face-to-face or on-site sales conversation by automatically recording, transcribing, summarizing, and analyzing each interaction. It enables sales leaders to review field reps’ customer engagements remotely, surface key moments and insights via AI-powered analytics, and provide structured feedback and coaching at scale, with reported outcomes including an average 8x speed-up in coaching time, 17% higher average ticket value, and up to 40% improvement in close rate. Rilla integrates with CRMs such as Salesforce or HubSpot, captures and structures customer details for search and follow-up, and supports mobile field teams across industries, including home services, construction, dental, and beyond. -
25
workstreams.ai
workstreams.ai
Delightful simplicity combined with a mix of collaborative tools & productive focus. We improve your cross-departmental collaboration, bring improved transparency and remove isolated silos. Aligned teams are more productive and happier. No matter the amount of tasks and people, Workstreams.ai keeps things smooth and functional. Don't miss a beat nor an update, regardless if you're onboarding your 10th or 1000th employee. Everyone can start in a jiffy. Going from email to Salesforce, to Trello and Excell and back gets tedious pretty fast. That is even before you reach the endless different file sharing tools your team uses. With Workstreams.ai you eliminate clutter in a single sweep. All your potential opportunities, discussions, task details and files are in a single place, readily available. Switching contexts is a drag. It also directly contributes to lost time and drifting focus. Workstreams.ai places your Kanban taskboards and workflows directly where your team communicates.Starting Price: $9.99 per month -
26
DataTools
DataTools Pro
DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management. -
27
Proof MRM
ProofAnalytics
Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.Starting Price: $129 per user per month -
28
B2B Rocket
B2B Rocket
Revolutionize Your Sales & book new revenue with AI. Are you tired of spending countless hours on mundane sales tasks, leaving you with little time to focus on building meaningful connections with your prospects? Well, get ready to strap on your sales helmets and prepare for takeoff with B2B Rocket! This cutting-edge sales automation platform will launch your sales process into the stratosphere, propelling you towards explosive growth and soaring revenue. Company Overview: Buckle Up for a Revolutionary Ride B2B Rocket is not your average sales automation software. It's like strapping a powerful rocket booster to your sales team, equipping them with AI-driven agents that can navigate the entire sales lifecycle with finesse. From the initial spark of lead generation to the fiery conversion stage, this platform has got you covered. -
29
Dakota Fuse
Dakota
Salespeople want fresh and up-to-contact information on their prospects in their Salesforce instance. The problem is that most Salesforce data is stale and out of date, causing salespeople to spend their valuable time doing research to update their contacts. Fuse for Salesforce solves that problem by syncing your Salesforce.com instance in real-time with Dakota Marketplace data, the leading institutional investor database. Keeping 16,000 contacts up-to-date is a daunting task, but Dakota Marketplace’s large data team updates Marketplace contact data daily. With Fuse for Salesforce, those updates get pushed in real-time to your Salesforce instance. Give your salespeople what they want: fresh and up-to-date contact information on their prospects in their Salesforce instance.Starting Price: $7,500 -
30
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
31
OKRify
OKRify
OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.Starting Price: $10 per month -
32
Ciara
Ciara
Ciara is a digital conversation assistant that helps sales professionals around the world improve sales calls and productivity. It is easy to set up, use, and adapt. Named as one of the Top50 Digital Startups in Europe by TechCrunch, Ciara offers ongoing innovation, superior call guidance, and seamless integration to the most popular business applications. Make remote your unfair advantage. The powerful in-call assistant for remote and inside sales teams enabling smooth and productive customer conversations. Ciara is a new type of sales enablement software. It guides remote customer conversations by providing smart talking points and relevant information in real time during your call. Ciara transcribes and records the conversation and creates insightful call summaries that get automatically synced to your CRM system. Small and big sales teams alike have perfect customer interactions with Ciara. -
33
Ortoo
Ortoo
Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object. -
34
Zoovu
Zoovu
Engage, educate, and empower customers by turning searches into meaningful, contextual conversations that deliver. Built on deep knowledge and nuanced semantics, Zoovu is an omni-channel AI-powered digital commerce search platform that helps businesses truly connect with their customers wherever they are - to turn those conversations into real, meaningful action. Deliver world-class customer experiences across all channels with seamless integration. Easily integrate conversational commerce throughout the customer journey including: webshops, channel partners, in-store kiosks, chatbots, visual and voice commerce. Ask your customers the right questions, based on their individual needs, preferences, and context. Easily create and customize dynamic conversations directly within the platform. Zoovu helps you automatically transform product properties into specific customer wants and needs, while highlighting product value. -
35
Strise
Strise
Run your sales and compliance processes from one platform. At Strise, we create technology that supercharges business-to-business processes with AI. Our platform provides teams and companies with a complete online-suite designed to accelerate growth and reduce risk. Run due diligence, KYC, and AML processes from a single platform. Utilize event-triggered due diligence and perpetual monitoring of companies and generate automated audit reports to save time and increase quality in compliance processes. Automate prospecting and fuel growth with sales data enrichment to focus on revenue-increasing activities. Spend less time researching prospects, but increase hit-rates and conversion for your sales numbers with our account-based opportunity profiling. In Strise, teams can track, tag, assign companies to stay updated and collaborate effortlessly. Connecting teams and processes in a new way that offers a massive productivity gain through seamless process-to-process transferability. -
36
AIssist.io
Aissist.io
Aissist.io is an Agentic AI platform that completes real work inside your existing tools. Digital Agents handle tagging, responding, following up, escalating, summarizing, updating records and connecting to external systems so your team can focus on growth instead of repetitive tasks. Companies using Aissist achieve an average automation rate of 83%, deliver 2x performance at 50% cost compared with other automation tools and maintain a 4.8+ CSAT. Aissist learns from your historical data, documents and product knowledge. It understands text, images, video and voice, supports all major global languages and works across chat, email, social media, SMS and WhatsApp. It can connect to any system through public APIs. Aissist fits into your workflow, collaborates with your team and removes repetitive workload so humans can focus on high value work.Starting Price: $0.12 per interaction -
37
Evergrowth
Evergrowth
Evergrowth is an AI-driven go-to-market intelligence platform that enables sales, marketing, and enablement teams to align around a unified “system of context” and deploy specialized AI agents across the entire funnel. The platform centralizes your value propositions, ideal customer profiles, personas, account data, and workflows so that every AI agent, from account qualification to contact research, intent signal detection, personalized outreach drafts, and on-demand coaching, operates from the same source of truth. Agencies and B2B revenue teams can replace three to five disparate tools with a single workspace that integrates with systems like Salesforce, HubSpot, Outreach, and others, thereby reducing tool-sprawl and aligning data, insight, and action. The AI agents can autonomously browse the web, enrich CRM data, apply your value-prop logic to contacts and accounts, generate tailored playbooks and content, and coach reps through role-play scenarios.Starting Price: €747 per month -
38
Avina
Avina
Avina is an AI‑driven revenue automation and signals intelligence platform for B2B sales teams. It continuously captures and enriches real‑time buying signals, from anonymous web visits (including detailed page interaction like scrolls, highlights, and copy/paste), ad and email engagement, LinkedIn activity, job changes, CRM updates, and more, then scores and deduplicates them into a prioritized “Signals Inbox.” With a lightweight web SDK and native integrations into tools like HubSpot, Salesforce, Slack, Outreach, SalesLoft, and ad platforms, it creates an automated, unified customer data platform that surfaces the highest‑value prospects and recommended actions. The AI assists with drafting personalized outreach, generating pre‑ and post‑meeting briefs, syncing activities back to CRMs, and triggering workflows. Teams can deploy in under 30 minutes and begin seeing pipeline impact within a week. Backed by secure infrastructure (TLS/AES encryption, role‑based access, audit trails).Starting Price: $450 per month -
39
Metrica Power BI Connector for Salesforce
Metrica Software
Metrica Power BI Connector for Salesforce is a data connector that enables organizations to connect Microsoft Power BI directly to Salesforce for reporting and analytics. It allows analytics teams to access Salesforce data, including standard and custom objects, without building custom integrations or exporting data manually. The connector is designed for BI teams that use Salesforce as a core operational system and Power BI as their primary analytics platform. It supports large datasets, complex object relationships, and schema changes while maintaining stable data access for production reporting environments. With Metrica Power BI Connector for Salesforce, teams can build Power BI dashboards for sales pipeline analysis, revenue reporting, and operational metrics based on Salesforce data. The solution Salesforce permission models, helping organizations maintain controlled and secure access to CRM data. -
40
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
41
Vigience Overcast
Vigience
Overcast is a Salesforce-native cloud integration service that lets you quickly and easily connect Salesforce to your SAP, Oracle, Microsoft, and other on-premise applications. The Overcast Integration App redefines Salesforce integration through its mixed replication/real-time architecture: an elegant, modern architecture that reduces integration complexity & risks significantly. Think of it as a Salesforce app that provides a data access layer for on-premise data and processes rather than being a middleware. Overcast for Salesforce is 100 percent cloud-native and built as a Salesforce.com application. It is installed as an app from the Salesforce app store and all its user interfaces, database tables and logs are in Salesforce. We manage, update and maintain the software and infrastructure, all for a competitive monthly subscription fee. Overcast provides a single solution for all your Salesforce integration requirements. -
42
Salesforce Data 360
Salesforce
Data 360 is Salesforce’s next-generation data platform, evolving from Data Cloud to unify and activate enterprise data in real time. It connects fragmented data across systems into a single, trusted Customer 360 view without requiring data movement. Through Zero-Copy integrations, Data 360 works directly with platforms like Snowflake, Databricks, BigQuery, and AWS. The platform harmonizes structured and unstructured data to power personalized experiences and intelligent workflows. Built-in identity resolution and governance tools ensure data accuracy, compliance, and privacy. Data 360 enables real-time segmentation, predictive insights, and triggered automation across Salesforce and external applications. It serves as the data foundation for Agentforce, delivering context-rich intelligence to AI agents and business teams. -
43
Peeklogic Jira Connector
Peeklogic
We are proud to introduce Peeklogic Connector plugin designed to connect Salesforce and Jira to enhance cost-effectiveness and productivity for our customers. This powerful tool enables seamless communication between your sales and development teams, eliminating the barriers posed by their distinct environments. Imagine your support, development, and product teams utilizing Jira while your sales teams operate within Salesforce. Bridging the gap between these teams is crucial to delivering top-notch customer support. With Peeklogic Connector, you can achieve smoother communication, improved collaboration, and the highest quality support possible. Peeklogic Connector for Salesforce and Jira is a tool that shows how we keep learning and making things better. It started small but turned into something that helps businesses work smarter. It’s not just about connecting Salesforce to Jira or Jira to Salesforce, it’s about making sure everyone is on the same page and getting things done fast.Starting Price: $2,400 per year -
44
Clinch AGI
Clinch AGI
Clinch is an agentic AI operating system designed for account executives and sales teams that automates up to 60% of their grunt work and drives revenue growth. By integrating into the go-to-market tech stack, Clinch takes over repetitive tasks such as meeting summaries, status updates, follow-up scheduling, CRM entries, and pipeline nudges, while surfacing insights and next-best actions that typically require manual review. With a focus on improving speed and efficiency, Clinch enables reps to focus on high-value interactions instead of administrative burden. The platform connects to email, calendar, CRM, and collaboration tools, and uses generative AI and workflow automation to orchestrate end-to-end sales motions with contextual awareness of the buyer journey and team activity. Through its real-time agentic assistant, Clinch alerts salespeople when deals risk stalling, suggests content to engage stakeholders, drafts outreach messages, and more. -
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Pipedrive Dealbot
Pipedrive
Get instant sales deal updates to your team with Pipedrive’s Dealbot. Whether you need to coordinate several people to help close deals or simply keep everyone in the company informed, Pipedrive Dealbot will automatically handle it directly within Slack. Salespeople can keep teams up-to-date without having to schedule meetings or write lengthy emails. With Pipedrive Dealbot the whole team is always ready to help close that next big deal. Slash commands allow you to complete an action with an app simply by sending a message in Slack. Type a / forward slash in any conversation to view a list of available slash commands. -
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ShiftUp
ShiftUp
ShiftUp is an AI-powered sales intelligence platform built natively into Salesforce that helps enterprises uncover and act on hidden revenue opportunities across their entire account base. It continuously analyzes large account portfolios, often including hundreds of accounts per rep, and detects dormant or underused accounts that hold potential deals. ShiftUp delivers prioritized, actionable insights directly inside Salesforce, surfacing high-value opportunities. It identifies early signals such as technology-stack changes, new executive hires, M&A activity, regulatory shifts, or budget expansions, offering “premium revenue signals” that often indicate a high likelihood of future purchases. For each account, it can generate stakeholder maps (economic buyers, technical evaluators, decision influencers), budget indicators, and competitor-landscape insights, effectively giving sellers a complete view of who to approach and when. -
47
Agentforce 360 for Manufacturing
Salesforce
Agentforce 360 for Manufacturing is Salesforce’s AI-powered CRM platform designed to unify the manufacturing value chain. It integrates customer, product, and asset data into one connected system to improve visibility and efficiency. The platform enables manufacturers to modernize commercial operations and streamline collaboration between sales and operations teams. AI agents support service teams by accelerating case resolution and automating warranty claims. Agentforce Manufacturing also enhances demand forecasting and opportunity management. Built on Salesforce’s AI CRM, it delivers real-time insights to improve decision-making and productivity. The solution helps manufacturers drive revenue growth while optimizing service and partner engagement. -
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Impowr
Proven Works
Impowr is a Salesforce-native data import solution that simplifies and secures the process of importing data into Salesforce CRM. Designed to empower both internal teams and external users, Impowr offers a self-service interface that allows users to upload data files with ease, utilizing predefined import schemas to ensure consistency and accuracy. It supports common file types and integrates seamlessly with Salesforce Experience Cloud, enabling organizations to embed the import component directly into their digital experiences. Administrators maintain control through robust role-based access controls, ensuring that users can only access and import data they are authorized to handle. Impowr respects Salesforce’s CRUD (Create, Read, Update, Delete) and FLS (Field-Level Security) permissions, providing a secure and compliant environment for data management.Starting Price: $30,000 one-time payment -
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DupeCatcher
Symphonic Source
Your team deserves trustworthy customer data. Block, control, and prevent duplicate records in Salesforce® with DupeCatcher. Duplicate records cause havoc within your org. They confuse, hinder productivity, and frustrate users. DupeCatcher blocks dupes in real-time at the point of entry so your customer data stays clean and your team happy. Install right inside your Salesforce org in minutes. Create filters and rules to catch dupes at the source. DupeCatcher runs in real-time, keeping dupes away. DupeCatcher looks for duplicates when new records are created manually, when existing records are updated or converted, and when records come into Salesforce through web forms. Create filters and rules to tell DupeCatcher how to detect duplicates. Use a combination of any standard or custom Salesforce fields with varying matching styles to tell DupeCatcher how records should be matched. -
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Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month
