Manage customers and a sales pipeline (CRM)
Keeping contacts, deals and conversations in one place so you can track your sales pipeline and follow up with customers on time.
Tools that achieve this
Clarify
by Clarify Inc.
Core fitFreeClarify is explicitly a CRM for managing customer relationships and sales pipeline.
Clarify brings
- Agent Creation
- Conversational QA
- Lead Generation
- Meeting Summarization
- Meeting Transcription
- Workflow Automation
Last verified
- Core fit
Sales teams that want a CRM to keep contacts, deals and follow-ups in one place should see folk.
folk brings
- Roles & Permissions
- Team Workspace
- Workflow Automation
Last verified
- Core fit
A CRM with contacts and sales pipelines is the base of HighLevel's all-in-one platform.
HighLevel brings
- Agent Creation
- Customer Support Chat
- Prompt to Website
- Voice Conversation
- Workflow Automation
Last verified
HubSpot
by HubSpot
Core fitSmart CRM is the core offering, described as 'AI-powered, flexible CRM software.'
HubSpot brings
- Agent Creation
- Customer Support Chat
- Lead Generation
- Workflow Automation
Last verified
Amplemarket
by Amplemarket
Strong fitCustom pricingUnibox manages all sales conversations in one place.
Amplemarket brings
- Agent Creation
- Lead Generation
- Text Generation
- Voice Conversation
- Workflow Automation
Last verified
Apollo.io
by Apollo.io
Strong fitFreeApollo provides deal management and pipeline tracking tools integrated with Salesforce/HubSpot.
Apollo.io brings
- Lead Generation
- Tool Use
- Workflow Automation
Last verified
Crisp
by Crisp IM SAS
Strong fitFreeBuilt-in Support CRM to organize customer data and past interactions.
Crisp brings
- Agent Creation
- Customer Support Chat
- Team Workspace
- Workflow Automation
Last verified
Durable
by Durable Technologies Inc
Strong fitBuilt-in CRM to organize leads and customers.
Durable brings
- Conversational QA
- Prompt to Website
- Text to Image
Last verified
Instantly
by Instantly
Strong fitFrom $47/moOutreach CRM product for managing pipeline and leads.
Instantly brings
- Agent Creation
- Lead Generation
- Text Generation
- Workflow Automation
Last verified
Kajabi
by Kajabi
Strong fitFrom $143/mo, billed yearlyContact CRM product for managing customers.
Kajabi brings
- Agent Creation
- Tool Use
- Workflow Automation
Last verified
- Strong fit
Klaviyo sells itself as a B2C CRM built on unified customer profiles; it is not a sales-pipeline CRM, so strong.
Klaviyo brings
- Customer Support Chat
- Text Generation
- Workflow Automation
Last verified
Lindy
by Lindy
Strong fitFrom $29.99/user/moUpdate CRM listed as a use case and demonstrated pulling CRM data.
Lindy brings
- Agent Creation
- Customer Support Chat
- Data Analysis
- Meeting Summarization
- Multi-Model Access
- Presentation Generation
- Tool Use
- Workflow Automation
Last verified
- Strong fitFree
monday CRM is a separate monday product for sales pipelines, so it fits as strong rather than core.
monday.com brings
- Agent Creation
- Meeting Summarization
- Meeting Transcription
- Prompt to App
- Roles & Permissions
- Team Workspace
- Workflow Automation
Last verified
Smartlead
by Smartlead
Strong fitUnified Master Inbox manages entire deal flow from lead to customer; custom CRM access included in plans.
Smartlead brings
- Agent Creation
- Lead Generation
- Text Generation
- Tool Use
- Workflow Automation
Last verified
Softr
by Softr
Strong fitSoftr offers CRM templates/use cases for managing sales pipeline, leads, and deals.
Softr brings
- Full Stack Generation
- Prompt to App
- Roles & Permissions
- Tool Use
- Workflow Automation
Last verified