Workflow
Customer Relationship Management
Manage customer information, track interactions, automate follow-ups, and close more deals with CRM software.
Common Challenges This Solves
Losing track of customer conversations
Forgetting to follow up
No visibility into sales pipeline
Customer data scattered everywhere
Tools for Customer Relationship Management
ActiveCampaign
ActiveCampaign combines email marketing, CRM, and sales automation in one platform. It's designed for marketing managers and sales teams who need to automate customer journeys and manage relationships at scale.
Agile CRM
Agile CRM is a cloud-based platform combining customer relationship management with AI-driven sales and marketing automation. It's designed for sales and marketing teams looking to streamline lead generation and customer engagement.
AI Driven Sales Platform by Clari
Clari's AI-driven platform provides real-time sales intelligence and revenue operations insights to help sales managers forecast accurately and close deals faster. Built for revenue teams who need predictive analytics and deal guidance.
AI Solutions by Microsoft Dynamics 365
AI Solutions by Microsoft Dynamics 365 integrates artificial intelligence with Dynamics 365 to automate business processes and provide predictive insights. Designed for sales managers, operations managers, and executives seeking data-driven decision-making.
Apollo.io
Apollo.io combines a database of 250M+ verified business contacts with AI-powered outreach automation. It's built for sales teams looking to streamline lead generation and multi-channel prospecting.
Apollo
Apollo combines a database of 250M+ contacts with AI-powered lead scoring to help sales teams find, engage, and close deals faster. Built for sales managers and reps who need verified prospect data and outreach automation.
Autopilot
Autopilot is a marketing automation platform that helps teams automate email campaigns, manage customer relationships, and nurture leads through visual workflow builders. It's designed for marketing managers and small to mid-sized businesses.
Avoma 3.0
Avoma 3.0 automatically records, transcribes, and analyzes customer conversations to surface actionable insights. Built for sales managers and customer success teams who need to understand what's driving deal outcomes.
Avoma
Avoma records, transcribes, and analyzes sales and customer calls using AI to surface insights and automate follow-ups. Built for sales managers and customer success teams who want to understand what's happening in every conversation.
BigCommerce
BigCommerce is a cloud-based e-commerce platform that enables businesses to build, manage, and scale online stores without technical expertise. It's ideal for small to mid-sized retailers seeking a fully hosted solution with built-in inventory and sales tools.
Clearbit
Clearbit enriches your leads with verified company and contact data to power smarter sales and marketing decisions. Built for sales and marketing teams who need accurate B2B intelligence at scale.
ClearCRM
ClearCRM is a straightforward customer relationship management platform designed specifically for small teams who need essential sales tools without complexity. It helps sales managers track leads, manage pipelines, and close deals faster.
Clio
Clio is a cloud-based practice management platform designed for law firms and legal professionals to streamline client management, billing, and case work. It's ideal for small to mid-sized firms seeking an integrated solution to improve efficiency and profitability.
Close CRM
Close CRM is an AI-enabled customer relationship management platform designed specifically for sales teams and small businesses to manage leads, automate workflows, and accelerate deal closure. It combines intelligent lead scoring with built-in calling and email to streamline the entire sales process.
Close.io
Close.io is an AI-driven CRM platform designed specifically for sales teams, combining contact management, built-in calling, and intelligent automation to streamline lead generation and deal closure. It's ideal for small to mid-sized sales organizations looking to eliminate manual data entry and accelerate their sales cycle.
Drift
Drift is a conversational AI platform that engages website visitors in real-time conversations to qualify leads and support customers. It's designed for sales teams and customer success managers looking to automate initial interactions and improve conversion rates.
Einstein GPT
Einstein GPT is Salesforce's built-in generative AI assistant that helps sales, marketing, and service teams automate tasks, generate content, and gain insights within their CRM workflows. It's designed for organizations already using Salesforce who want AI-powered productivity without leaving their platform.
Freshdesk
Freshdesk is a cloud-based customer support platform that combines ticketing, knowledge management, and AI capabilities to help teams resolve customer issues faster. It's ideal for customer success managers and support teams of all sizes.
Freshworks
Freshworks brings together customer support, CRM, and communication tools in one platform. Built for customer success managers and sales teams who need integrated customer engagement without juggling multiple tools.
Genesys
Genesys is an enterprise AI-powered customer experience platform that combines contact center, CRM, and workforce management capabilities. It's designed for large organizations and customer success teams managing complex support operations.
Gong AI Platform
Gong AI Platform uses conversation intelligence to analyze sales calls and meetings, helping sales teams improve performance and close more deals. It's designed for sales managers and revenue leaders who want data-driven insights into their team's interactions.
Gong AI
Gong AI analyzes customer conversations to provide actionable insights for sales teams. It's designed for sales managers and revenue leaders who want to improve deal outcomes and team performance.
Gong.io
Gong.io automatically records, transcribes, and analyzes sales calls and meetings to provide actionable insights. It's designed for sales teams and managers who want to improve win rates and forecast accuracy through conversation intelligence.
HubSpot AI
Manage your entire customer journey — marketing, sales, and service — in one CRM platform with AI that automates outreach, content creation, and customer insights
HubSpot CRM
A free CRM that helps you organize contacts, track deals, and close more sales
HubSpot Sales
HubSpot Sales is an AI-driven CRM platform that helps sales teams manage leads, track deals, and close more business. It's built for sales managers and teams looking to streamline their sales process with intelligent automation and insights.
HubSpot Service Hub
HubSpot Service Hub combines AI-driven automation with comprehensive ticket management to help customer success teams resolve issues faster. Built for teams that need intelligent routing, knowledge base integration, and seamless CRM connectivity.
Insightly
Insightly combines customer relationship management with project management tools to help sales teams and project managers streamline operations. It's designed for small to mid-sized businesses looking to centralize customer data and project workflows.
Keap
Keap combines CRM, email marketing, and sales automation with AI capabilities to help small business owners manage leads and customers efficiently. It's designed for sales and marketing teams who need an all-in-one platform without enterprise complexity.
Kintone
Kintone enables teams to build custom business applications and automate workflows without writing code. It's ideal for project managers and operations teams who need flexible, scalable solutions.
Kustomer
Kustomer is an AI-driven customer service and CRM platform that unifies customer interactions across channels. It's designed for customer success managers and sales teams who need intelligent automation and 360-degree customer views.
Magento
Magento is a powerful, open-source e-commerce platform designed for businesses of all sizes to build and manage online stores. It's ideal for enterprises and growing retailers needing advanced inventory, multi-channel selling, and customization capabilities.
WhatsApp CRM
WhatsApp CRM enables businesses to manage customer interactions, sales pipelines, and support tickets directly within WhatsApp. It's ideal for small businesses and sales teams looking to streamline communication without switching between multiple platforms.