Uptodait

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 logo

    Clarify

    by Clarify Inc.

    Core fitFree

    Clarify 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 logo

    HubSpot

    by HubSpot

    Core fit

    Smart 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 logo

    Amplemarket

    by Amplemarket

    Strong fitCustom pricing

    Unibox manages all sales conversations in one place.

    Amplemarket brings

    • Agent Creation
    • Lead Generation
    • Text Generation
    • Voice Conversation
    • Workflow Automation

    Last verified

  • Apollo.io logo

    Apollo.io

    by Apollo.io

    Strong fitFree

    Apollo provides deal management and pipeline tracking tools integrated with Salesforce/HubSpot.

    Apollo.io brings

    • Lead Generation
    • Tool Use
    • Workflow Automation

    Last verified

  • Crisp logo

    Crisp

    by Crisp IM SAS

    Strong fitFree

    Built-in Support CRM to organize customer data and past interactions.

    Crisp brings

    • Agent Creation
    • Customer Support Chat
    • Team Workspace
    • Workflow Automation

    Last verified

  • Durable logo

    Durable

    by Durable Technologies Inc

    Strong fit

    Built-in CRM to organize leads and customers.

    Durable brings

    • Conversational QA
    • Prompt to Website
    • Text to Image

    Last verified

  • Instantly logo

    Instantly

    by Instantly

    Strong fitFrom $47/mo

    Outreach CRM product for managing pipeline and leads.

    Instantly brings

    • Agent Creation
    • Lead Generation
    • Text Generation
    • Workflow Automation

    Last verified

  • Kajabi logo

    Kajabi

    by Kajabi

    Strong fitFrom $143/mo, billed yearly

    Contact 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 logo

    Lindy

    by Lindy

    Strong fitFrom $29.99/user/mo

    Update 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 logo

    Smartlead

    by Smartlead

    Strong fit

    Unified 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 logo

    Softr

    by Softr

    Strong fit

    Softr 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